Advocacy Wealth Management Services’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
2016
Q3
Sell
-1,201
Closed -$93K 367
2016
Q2
$93K Hold
1,201
0.05% 100
2016
Q1
$91K Hold
1,201
0.06% 134
2015
Q4
$84K Buy
+1,201
New +$84K 0.1% 132