Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-205
| Closed | -$19.7K | – | 2034 |
|
|
2023
Q4 | $19.7K | Hold |
205
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q3 | $18.2K | Hold |
205
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q2 | $19.2K | Hold |
205
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q1 | $18.8K | Hold |
205
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q4 | $18.8K | Hold |
205
| – | – | ﹤0.01% | 1070 |
|
|
2022
Q3 | $17K | Hold |
205
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q2 | $18K | Hold |
205
| – | – | ﹤0.01% | 1148 |
|
|
2022
Q1 | $20K | Hold |
205
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q4 | $21K | Hold |
205
| – | – | ﹤0.01% | 1264 |
|
|
2021
Q3 | $19K | Buy |
+205
| New | +$19K | ﹤0.01% | 1251 |
|