Lenox Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-272
| Closed | -$24K | – | 641 |
|
|
2018
Q2 | $24K | Hold |
272
| – | – | 0.01% | 269 |
|
|
2018
Q1 | $22K | Hold |
272
| – | – | 0.01% | 285 |
|
|
2017
Q4 | $24K | Sell |
272
-591
| -68% | -$52.1K | 0.01% | 289 |
|
|
2017
Q3 | $72K | Hold |
863
| – | – | 0.02% | 187 |
|
|
2017
Q2 | $71K | Buy |
+863
| New | +$71K | 0.03% | 181 |
|