Pinkerton Retirement Specialists’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 |
-800
| Closed | -$70K | – | 173 |
|
|
2018
Q2 | $70K | Hold |
800
| – | – | 0.03% | 81 |
|
|
2018
Q1 | $68K | Hold |
800
| – | – | 0.03% | 75 |
|
|
2017
Q4 | $71K | Hold |
800
| – | – | 0.03% | 76 |
|
|
2017
Q3 | $68K | Hold |
800
| – | – | 0.03% | 58 |
|
|
2017
Q2 | $66K | Hold |
800
| – | – | 0.04% | 60 |
|
|
2017
Q1 | $66K | Buy |
+800
| New | +$66K | 0.04% | 53 |
|