Jacobus Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $563K | Hold |
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|
2017
Q2 | $538K | Hold |
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|
2017
Q1 | $525K | Sell |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $897K | Sell |
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|
2016
Q2 | $975K | Hold |
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|
2016
Q1 | $987K | Sell |
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|
2015
Q4 | $1.09M | Sell |
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|
2015
Q3 | $2.12M | Sell |
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|
2015
Q2 | $2.52M | Sell |
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|
2015
Q1 | $3.08M | Sell |
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|
2014
Q4 | $3.12M | Sell |
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|
2014
Q3 | $3.52M | Sell |
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|
2014
Q2 | $3.84M | Sell |
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|
2014
Q1 | $7.21M | Buy |
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|
2013
Q4 | $3.46M | Sell |
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|
2013
Q3 | $3.59M | Sell |
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|
2013
Q2 | $3.23M | Buy |
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