J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $583K | Sell |
|
|||||
|
2018
Q2 | $1.05M | Buy |
|
|||||
|
2018
Q1 | $574K | Sell |
|
|||||
|
2017
Q4 | $10.4M | Buy |
|
|||||
|
2017
Q3 | $9.31M | Buy |
|
|||||
|
2017
Q2 | $8.46M | Buy |
|
|||||
|
2017
Q1 | $8.06M | Buy |
|
|||||
|
2016
Q4 | $1.25M | Hold |
|
|||||
|
2016
Q3 | $1.22M | Hold |
|
|||||
|
2016
Q2 | $1.2M | Buy |
|
|||||
|
2016
Q1 | $1.13M | Hold |
|
|||||
|
2015
Q4 | $1.05M | Hold |
|
|||||
|
2015
Q3 | $1.01M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1.14M | Hold |
|
|||||
|
2014
Q4 | $1.15M | Hold |
|
|||||
|
2014
Q3 | $1.1M | Sell |
|
|||||
|
2014
Q2 | $1.11M | Buy |
|
|||||
|
2014
Q1 | $1.05M | Hold |
|
|||||
|
2013
Q4 | $1.03M | Buy |
|
|||||
|
2013
Q3 | $921K | Hold |
|
|||||
|
2013
Q2 | $901K | Buy |
|