Winslow Evans & Crocker’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 |
-200
| Closed | -$13.4K | – | 1372 |
|
|
2015
Q3 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 824 |
|
|
2015
Q2 | $14.7K | Sell |
200
-450
| -69% | -$33.1K | ﹤0.01% | 835 |
|
|
2015
Q1 | $49.3K | Hold |
650
| – | – | 0.01% | 547 |
|
|
2014
Q4 | $49.9K | Hold |
650
| – | – | 0.01% | 541 |
|
|
2014
Q3 | $47.7K | Sell |
650
-550
| -46% | -$40.4K | 0.01% | 565 |
|
|
2014
Q2 | $88.7K | Hold |
1,200
| – | – | 0.03% | 389 |
|
|
2014
Q1 | $84.3K | Hold |
1,200
| – | – | 0.03% | 391 |
|
|
2013
Q4 | $83K | Buy |
+1,200
| New | +$83K | 0.03% | 416 |
|