Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-293
| Closed | -$29.7K | – | 220 |
|
|
2021
Q4 | $29.7K | Buy |
293
+2
| +0.7% | +$203 | 0.02% | 121 |
|
|
2021
Q3 | $27.3K | Buy |
291
+3
| +1% | +$282 | 0.02% | 126 |
|
|
2021
Q2 | $28K | Buy |
288
+2
| +0.7% | +$195 | 0.02% | 129 |
|
|
2021
Q1 | $27K | Buy |
286
+1
| +0.4% | +$94 | 0.02% | 124 |
|
|
2020
Q4 | $23.9K | Buy |
285
+3
| +1% | +$251 | 0.02% | 127 |
|
|
2020
Q3 | $21.3K | Buy |
+282
| New | +$21.3K | 0.02% | 130 |
|