Cordasco Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-121
| Closed | -$8K | – | 491 |
|
|
2020
Q1 | $8K | Hold |
121
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $11K | Hold |
121
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $11K | Hold |
121
| – | – | 0.01% | 275 |
|
|
2019
Q2 | $10K | Hold |
121
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $10K | Hold |
121
| – | – | 0.01% | 301 |
|
|
2018
Q4 | $9K | Hold |
121
| – | – | 0.01% | 249 |
|
|
2018
Q3 | $11K | Buy |
+121
| New | +$11K | 0.01% | 227 |
|