Atria Investments’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-36,511
| Closed | -$2.69M | – | 581 |
|
|
2020
Q2 | $2.69M | Buy |
36,511
+8,362
| +30% | +$617K | 0.09% | 255 |
|
|
2020
Q1 | $1.82M | Buy |
28,149
+3,622
| +15% | +$234K | 0.14% | 147 |
|
|
2019
Q4 | $2.27M | Sell |
24,527
-281
| -1% | -$26K | 0.06% | 268 |
|
|
2019
Q3 | $2.17M | Buy |
24,808
+739
| +3% | +$64.6K | 0.08% | 217 |
|
|
2019
Q2 | $2M | Buy |
24,069
+1,952
| +9% | +$162K | 0.07% | 227 |
|
|
2019
Q1 | $1.89M | Buy |
+22,117
| New | +$1.89M | 0.08% | 220 |
|