LIA
LBMC Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-16,513
| Closed | -$1.21M | – | 60 |
|
|
2014
Q3 | $1.21M | Sell |
16,513
-12,834
| -44% | -$942K | 0.29% | 21 |
|
|
2014
Q2 | $2.17M | Buy |
29,347
+8
| +0% | +$591 | 0.59% | 17 |
|
|
2014
Q1 | $2.06M | Buy |
29,339
+13
| +0% | +$913 | 0.52% | 19 |
|
|
2013
Q4 | $2.02M | Buy |
29,326
+15,231
| +108% | +$1.05M | 0.53% | 19 |
|
|
2013
Q3 | $897K | Buy |
14,095
+172
| +1% | +$10.9K | 0.26% | 25 |
|
|
2013
Q2 | $867K | Buy |
+13,923
| New | +$867K | 0.3% | 24 |
|