WFG 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
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q1 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 918 |
|
|
2015
Q1 | – | Sell |
-728
| Closed | -$56K | – | 1744 |
|
|
2014
Q4 | $56K | Sell |
728
-115
| -14% | -$8.85K | 0.01% | 839 |
|
|
2014
Q3 | $62K | Buy |
843
+6
| +0.7% | +$441 | 0.01% | 843 |
|
|
2014
Q2 | $62K | Buy |
837
+5
| +0.6% | +$370 | 0.01% | 831 |
|
|
2014
Q1 | $58K | Sell |
832
-111
| -12% | -$7.74K | 0.01% | 846 |
|
|
2013
Q4 | $65K | Buy |
943
+4
| +0.4% | +$276 | 0.01% | 893 |
|
|
2013
Q3 | $60K | Buy |
939
+4
| +0.4% | +$256 | 0.01% | 855 |
|
|
2013
Q2 | $58K | Buy |
+935
| New | +$58K | 0.01% | 827 |
|