Founders Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.99M | Sell |
46,168
-1,775
| -4% | -$76.4K | 1.04% | 18 |
|
|
2014
Q3 | $2.24M | Sell |
47,943
-1,155
| -2% | -$54.1K | 1.26% | 16 |
|
|
2014
Q2 | $2.49M | Hold |
49,098
| – | – | 1.38% | 13 |
|
|
2014
Q1 | $2.42M | Sell |
49,098
-145
| -0.3% | -$7.14K | 1.41% | 14 |
|
|
2013
Q4 | $2.23M | Sell |
49,243
-222
| -0.4% | -$10K | 1.29% | 13 |
|
|
2013
Q3 | $2.25M | Sell |
49,465
-325
| -0.7% | -$14.8K | 1.15% | 14 |
|
|
2013
Q2 | $2M | Buy |
+49,790
| New | +$2M | 1.07% | 16 |
|