SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-425
| Closed | -$38K | – | 645 |
|
|
2022
Q2 | $38K | Buy |
+425
| New | +$38K | ﹤0.01% | 1231 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$60K | – | 554 |
|
|
2019
Q1 | $60K | Sell |
700
-300
| -30% | -$25.7K | 0.01% | 871 |
|
|
2018
Q4 | $77K | Hold |
1,000
| – | – | 0.02% | 754 |
|
|
2018
Q3 | $90K | Hold |
1,000
| – | – | 0.02% | 780 |
|
|
2018
Q2 | $87K | Hold |
1,000
| – | – | 0.02% | 769 |
|
|
2018
Q1 | $85K | Hold |
1,000
| – | – | 0.02% | 755 |
|
|
2017
Q4 | $88K | Buy |
+1,000
| New | +$88K | 0.02% | 756 |
|