CPIG
Chicago Partners Investment Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-127
| Closed | -$11K | – | 332 |
|
|
2018
Q3 | $11K | Hold |
127
| – | – | ﹤0.01% | 786 |
|
|
2018
Q2 | $11K | Hold |
127
| – | – | ﹤0.01% | 779 |
|
|
2018
Q1 | $11K | Hold |
127
| – | – | ﹤0.01% | 749 |
|
|
2017
Q4 | $11K | Hold |
127
| – | – | ﹤0.01% | 721 |
|
|
2017
Q3 | $11K | Sell |
127
-127
| -50% | -$11K | ﹤0.01% | 751 |
|
|
2017
Q2 | $20K | Buy |
+254
| New | +$20K | 0.01% | 519 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 544 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 534 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 493 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 441 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 434 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 491 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 437 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 439 |
|