Windsor Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-108
| Closed | -$7K | – | 116 |
|
|
2015
Q3 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 365 |
|
|
2014
Q1 | – | Sell |
-103
| Closed | -$7K | – | 92 |
|
|
2013
Q4 | $7K | Buy |
103
+1
| +1% | +$68 | ﹤0.01% | 356 |
|
|
2013
Q3 | $7K | Buy |
102
+1
| +1% | +$69 | ﹤0.01% | 365 |
|
|
2013
Q2 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 348 |
|