Karp Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-23,826
| Closed | -$997K | – | 114 |
|
|
2018
Q2 | $997K | Sell |
23,826
-390
| -2% | -$16.3K | 0.39% | 75 |
|
|
2018
Q1 | $1.05M | Sell |
24,216
-654
| -3% | -$28.4K | 0.42% | 74 |
|
|
2017
Q4 | $1.08M | Buy |
24,870
+2,197
| +10% | +$95.3K | 0.46% | 71 |
|
|
2017
Q3 | $967K | Buy |
22,673
+4,047
| +22% | +$173K | 0.45% | 65 |
|
|
2017
Q2 | $760K | Buy |
18,626
+2,445
| +15% | +$99.8K | 0.38% | 69 |
|
|
2017
Q1 | $644K | Buy |
16,181
+946
| +6% | +$37.7K | 0.36% | 67 |
|
|
2016
Q4 | $569K | Buy |
+15,235
| New | +$569K | 0.38% | 61 |
|