Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $5.53M | Sell |
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|
2017
Q2 | $6.25M | Sell |
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2017
Q1 | $6.54M | Sell |
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|
2016
Q4 | $7.11M | Sell |
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|
2016
Q3 | $7.3M | Sell |
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|
2016
Q2 | $7.55M | Sell |
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|
2016
Q1 | $7.75M | Sell |
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|
2015
Q4 | $7.26M | Sell |
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|
2015
Q3 | $7.39M | Sell |
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|
2015
Q2 | $8.32M | Sell |
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|
2015
Q1 | $8.7M | Sell |
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|
2014
Q4 | $9.25M | Sell |
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|
2014
Q3 | $9.17M | Sell |
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|
2014
Q2 | $9.38M | Sell |
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|
2014
Q1 | $17.8M | Buy |
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|
2013
Q4 | $8.76M | Sell |
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|
2013
Q3 | $8.15M | Sell |
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|
2013
Q2 | $8M | Buy |
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