SS
Simplicity Solutions’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,749
| Closed | -$1.11M | – | 936 |
|
|
2020
Q3 | $1.11M | Sell |
14,749
-17,374
| -54% | -$1.31M | 0.02% | 458 |
|
|
2020
Q2 | $2.37M | Buy |
+32,123
| New | +$2.37M | 0.05% | 277 |
|
|
2020
Q1 | – | Sell |
-167,210
| Closed | -$15.5M | – | 722 |
|
|
2019
Q4 | $15.5M | Buy |
167,210
+79,374
| +90% | +$7.34M | 0.47% | 42 |
|
|
2019
Q3 | $7.68M | Buy |
+87,836
| New | +$7.68M | 0.31% | 54 |
|