One Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-190
| Closed | -$16K | – | 132 |
|
|
2019
Q1 | $16K | Buy |
+190
| New | +$16K | 0.01% | 282 |
|
|
2018
Q4 | – | Sell |
-190
| Closed | -$17K | – | 117 |
|
|
2018
Q3 | $17K | Hold |
190
| – | – | 0.01% | 325 |
|
|
2018
Q2 | $17K | Buy |
+190
| New | +$17K | 0.01% | 318 |
|
|
2018
Q1 | – | Sell |
-190
| Closed | -$17K | – | 515 |
|
|
2017
Q4 | $17K | Buy |
+190
| New | +$17K | 0.01% | 333 |
|