Ruggie Capital Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $986K | Hold |
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|
2019
Q2 | $967K | Hold |
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|
2019
Q1 | $964K | Sell |
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|
2018
Q4 | $875K | Buy |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.03M | Hold |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $1.02M | Hold |
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|
2017
Q2 | $992K | Hold |
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|
2017
Q1 | $995K | Buy |
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|
2016
Q4 | $906K | Sell |
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|
2016
Q3 | $947K | Buy |
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|
2016
Q2 | $870K | Hold |
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|
2016
Q1 | $851K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $825K | Hold |
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|
2015
Q2 | $827K | Buy |
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|
2015
Q1 | $465K | Sell |
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|
2014
Q4 | $857K | Buy |
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