TWA
TCI Wealth Advisors’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
Q3 | – | Sell |
-42
| Closed | -$3K | – | 1503 |
|
|
2020
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 854 |
|
|
2020
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 811 |
|
|
2019
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 885 |
|
|
2019
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 838 |
|
|
2019
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 791 |
|
|
2019
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 817 |
|
|
2018
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 862 |
|
|
2018
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 815 |
|
|
2018
Q1 | $4K | Sell |
42
-228
| -84% | -$21.7K | ﹤0.01% | 761 |
|
|
2017
Q4 | $24K | Buy |
+270
| New | +$24K | 0.01% | 460 |
|