Curi RMB Capital’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Sell |
|
|||||
|
2025
Q2 | $2.12M | Buy |
|
|||||
|
2025
Q1 | $1.67M | Sell |
|
|||||
|
2024
Q4 | $1.66M | Sell |
|
|||||
|
2024
Q3 | $1.91M | Hold |
|
|||||
|
2024
Q2 | $1.71M | Hold |
|
|||||
|
2024
Q1 | $1.74M | Sell |
|
|||||
|
2023
Q4 | $1.83M | Sell |
|
|||||
|
2023
Q3 | $1.72M | Sell |
|
|||||
|
2023
Q2 | $2.11M | Sell |
|
|||||
|
2023
Q1 | $2.17M | Hold |
|
|||||
|
2022
Q4 | $2.18M | Sell |
|
|||||
|
2022
Q3 | $1.95M | Sell |
|
|||||
|
2022
Q2 | $2.37M | Hold |
|
|||||
|
2022
Q1 | $2.64M | Hold |
|
|||||
|
2021
Q4 | $2.7M | Sell |
|
|||||
|
2021
Q3 | $2.51M | Sell |
|
|||||
|
2021
Q2 | $2.9M | Sell |
|
|||||
|
2021
Q1 | $3.09M | Sell |
|
|||||
|
2020
Q4 | $2.76M | Sell |
|
|||||
|
2020
Q3 | $2.61M | Sell |
|
|||||
|
2020
Q2 | $2.58M | Sell |
|
|||||
|
2020
Q1 | $2.4M | Sell |
|
|||||
|
2019
Q4 | $5.23M | Sell |
|
|||||
|
2019
Q3 | $5.03M | Buy |
|
|||||
|
2019
Q2 | $4.17M | Sell |
|
|||||
|
2019
Q1 | $4.22M | Buy |
|
|||||
|
2018
Q4 | $2.66M | Sell |
|
|||||
|
2018
Q3 | $3.25M | Sell |
|
|||||
|
2018
Q2 | $3.17M | Sell |
|
|||||
|
2018
Q1 | $3.51M | Buy |
|
|||||
|
2017
Q4 | $3.66M | Buy |
|