LWM
LBA Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $10K | Hold |
125
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $10K | Hold |
125
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $10K | Sell |
125
-199
| -61% | -$15.9K | 0.01% | 324 |
|
|
2016
Q2 | $25K | Hold |
324
| – | – | 0.01% | 242 |
|
|
2016
Q1 | $24K | Hold |
324
| – | – | 0.01% | 238 |
|
|
2015
Q4 | $23K | Hold |
324
| – | – | 0.01% | 250 |
|
|
2015
Q3 | $22K | Hold |
324
| – | – | 0.01% | 221 |
|
|
2015
Q2 | $24K | Hold |
324
| – | – | 0.02% | 202 |
|
|
2015
Q1 | $25K | Hold |
324
| – | – | 0.02% | 199 |
|
|
2014
Q4 | $25K | Hold |
324
| – | – | 0.02% | 195 |
|
|
2014
Q3 | $24K | Buy |
324
+199
| +159% | +$14.7K | 0.02% | 218 |
|
|
2014
Q2 | $9K | Hold |
125
| – | – | 0.01% | 209 |
|
|
2014
Q1 | $9K | Hold |
125
| – | – | 0.01% | 201 |
|
|
2013
Q4 | $9K | Buy |
+125
| New | +$9K | 0.01% | 210 |
|