Glenview Trust’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
Q1 | – | Sell |
-2,530
| Closed | -$234K | – | 315 |
|
|
2019
Q4 | $234K | Hold |
2,530
| – | – | 0.01% | 319 |
|
|
2019
Q3 | $221K | Sell |
2,530
-40
| -2% | -$3.49K | 0.01% | 326 |
|
|
2019
Q2 | $220K | Buy |
2,570
+40
| +2% | +$3.42K | 0.01% | 312 |
|
|
2019
Q1 | $216K | Buy |
+2,530
| New | +$216K | 0.01% | 309 |
|
|
2018
Q4 | – | Sell |
-2,530
| Closed | -$229K | – | 314 |
|
|
2018
Q3 | $229K | Hold |
2,530
| – | – | 0.01% | 309 |
|
|
2018
Q2 | $220K | Hold |
2,530
| – | – | 0.02% | 288 |
|
|
2018
Q1 | $214K | Buy |
+2,530
| New | +$214K | 0.01% | 314 |
|