Traverso Chambers Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-294,345
| Closed | -$12.5M | – | 95 |
|
|
2019
Q4 | $12.5M | Buy |
294,345
+6,711
| +2% | +$286K | 5.33% | 5 |
|
|
2019
Q3 | $11.6M | Buy |
287,634
+9,162
| +3% | +$370K | 5.55% | 6 |
|
|
2019
Q2 | $11.5M | Buy |
278,472
+4,038
| +1% | +$167K | 5.64% | 6 |
|
|
2019
Q1 | $11.3M | Buy |
274,434
+5,651
| +2% | +$233K | 5.54% | 6 |
|
|
2018
Q4 | $10.2M | Buy |
+268,783
| New | +$10.2M | 5.5% | 7 |
|