Wealthspire Advisors (Maryland)’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
Q3 | – | Sell |
-200
| Closed | -$16K | – | 2239 |
|
|
2017
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 1136 |
|
|
2016
Q4 | $16K | Sell |
200
-150
| -43% | -$12K | ﹤0.01% | 1075 |
|
|
2016
Q3 | $27K | Buy |
350
+200
| +133% | +$15.4K | ﹤0.01% | 965 |
|
|
2016
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 1151 |
|
|
2016
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 1155 |
|
|
2015
Q4 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 1162 |
|