Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$304K | – | 253 |
|
|
2015
Q1 | $304K | Hold |
4,000
| – | – | 0.03% | 97 |
|
|
2014
Q4 | $307K | Hold |
4,000
| – | – | 0.03% | 97 |
|
|
2014
Q3 | $294K | Sell |
4,000
-1,586
| -28% | -$117K | 0.03% | 113 |
|
|
2014
Q2 | $413K | Buy |
5,586
+586
| +12% | +$43.3K | 0.04% | 99 |
|
|
2014
Q1 | $351K | Buy |
+5,000
| New | +$351K | 0.04% | 97 |
|