Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-353
| Closed | -$30K | – | 1065 |
|
|
2020
Q4 | $30K | Hold |
353
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $27K | Hold |
353
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $26K | Buy |
353
+1
| +0.3% | +$74 | ﹤0.01% | 448 |
|
|
2020
Q1 | $23K | Sell |
352
-1
| -0.3% | -$65 | ﹤0.01% | 430 |
|
|
2019
Q4 | $33K | Hold |
353
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $30K | Buy |
+353
| New | +$30K | ﹤0.01% | 440 |
|