Concert Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $239K | Hold |
|
|||||
|
2016
Q4 | $239K | Sell |
|
|||||
|
2016
Q3 | $254K | Buy |
|
|||||
|
2016
Q2 | $239K | Hold |
|
|||||
|
2016
Q1 | $241K | Buy |
|
|||||
|
2015
Q4 | $230K | Sell |
|
|||||
|
2015
Q3 | $255K | Hold |
|
|||||
|
2015
Q2 | $285K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $287K | Buy |
|
|||||
|
2014
Q3 | $295K | Sell |
|
|||||
|
2014
Q2 | $351K | Sell |
|
|||||
|
2014
Q1 | $378K | Sell |
|
|||||
|
2013
Q4 | $428K | Sell |
|
|||||
|
2013
Q3 | $433K | Sell |
|
|||||
|
2013
Q2 | $543K | Buy |
|