Creative Financial Designs’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$13.1K | – | 1791 |
|
|
2024
Q3 | $13.1K | Hold |
300
| – | – | ﹤0.01% | 1128 |
|
|
2024
Q2 | $11.8K | Hold |
300
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q1 | $12.3K | Hold |
300
| – | – | ﹤0.01% | 1083 |
|
|
2023
Q4 | $12.1K | Hold |
300
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q3 | $11.3K | Hold |
300
| – | – | ﹤0.01% | 992 |
|
|
2023
Q2 | $11.7K | Hold |
300
| – | – | ﹤0.01% | 969 |
|
|
2023
Q1 | $11.7K | Hold |
300
| – | – | ﹤0.01% | 924 |
|
|
2022
Q4 | $10.8K | Hold |
300
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 903 |
|
|
2022
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 842 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$13K | – | 1247 |
|
|
2021
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 847 |
|
|
2021
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 966 |
|
|
2021
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 952 |
|
|
2021
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 874 |
|
|
2020
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 818 |
|
|
2020
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 779 |
|
|
2020
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 722 |
|