Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-100
| Closed | -$7K | – | 913 |
|
|
2014
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 718 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 688 |
|
|
2013
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 634 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 659 |
|