Clarus Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$13K | – | 159 |
|
|
2019
Q2 | $13K | Hold |
150
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $13K | Hold |
150
| – | – | 0.01% | 477 |
|
|
2018
Q4 | $12K | Sell |
150
-102
| -40% | -$8.16K | 0.02% | 470 |
|
|
2018
Q3 | $23K | Sell |
252
-30
| -11% | -$2.74K | 0.02% | 407 |
|
|
2018
Q2 | $24K | Buy |
+282
| New | +$24K | 0.02% | 400 |
|