Blankinship & Foster’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $433K | Sell |
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|
2019
Q3 | $626K | Sell |
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|
2019
Q2 | $630K | Sell |
|
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|
2019
Q1 | $707K | Hold |
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|
2018
Q4 | $637K | Hold |
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|
2018
Q3 | $748K | Sell |
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|
2018
Q2 | $738K | Hold |
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|
2018
Q1 | $718K | Hold |
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|
2017
Q4 | $750K | Hold |
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|
2017
Q3 | $716K | Hold |
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|
2017
Q2 | $699K | Hold |
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|
2017
Q1 | $701K | Buy |
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|
2016
Q4 | $305K | Buy |
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