Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$20 | – | 794 |
|
|
2022
Q1 | $20 | Hold |
500
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $20 | Hold |
500
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $20 | Hold |
500
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $21 | Hold |
500
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $21 | Hold |
500
| – | – | ﹤0.01% | 458 |
|
|
2020
Q4 | $20 | Hold |
500
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $17 | Hold |
500
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $17 | Hold |
500
| – | – | ﹤0.01% | 418 |
|
|
2020
Q1 | $15 | Buy |
+500
| New | +$15 | ﹤0.01% | 418 |
|
|
2019
Q2 | $20 | Buy |
+500
| New | +$20 | ﹤0.01% | 388 |
|
|
2018
Q4 | $19K | Hold |
500
| – | – | 0.01% | 383 |
|
|
2018
Q3 | $21K | Hold |
500
| – | – | 0.01% | 352 |
|
|
2018
Q2 | $20.8K | Hold |
500
| – | – | 0.01% | 401 |
|
|
2018
Q1 | $21.4K | Hold |
500
| – | – | 0.01% | 378 |
|
|
2017
Q4 | $22.4K | Hold |
500
| – | – | 0.01% | 389 |
|
|
2017
Q3 | $21.2K | Hold |
500
| – | – | 0.01% | 380 |
|
|
2017
Q2 | $20.3K | Hold |
500
| – | – | 0.01% | 381 |
|
|
2017
Q1 | $19.7K | Hold |
500
| – | – | 0.01% | 356 |
|
|
2016
Q4 | $19.1K | Buy |
+500
| New | +$19.1K | 0.01% | 292 |
|