Sowell Financial Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-400
| Closed | -$18K | – | 575 |
|
|
2021
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 2086 |
|
|
2020
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 1824 |
|
|
2020
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 1515 |
|
|
2019
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q3 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 1356 |
|