United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,190
| Closed | -$269K | – | 1310 |
|
|
2017
Q3 | $269K | Hold |
3,190
| – | – | ﹤0.01% | 1145 |
|
|
2017
Q2 | $263K | Buy |
3,190
+462
| +17% | +$38.1K | ﹤0.01% | 1115 |
|
|
2017
Q1 | $225K | Hold |
2,728
| – | – | ﹤0.01% | 1152 |
|
|
2016
Q4 | $219K | Hold |
2,728
| – | – | ﹤0.01% | 1151 |
|
|
2016
Q3 | $214K | Hold |
2,728
| – | – | ﹤0.01% | 1172 |
|
|
2016
Q2 | $210K | Sell |
2,728
-200
| -7% | -$15.4K | ﹤0.01% | 1156 |
|
|
2016
Q1 | $221K | Buy |
+2,928
| New | +$221K | ﹤0.01% | 1099 |
|