Baystate Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Baystate Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.05K	Hold
2023 Q3	$4.66K	Buy
2023 Q2	$4.86K	Hold
2023 Q1	$4.73K	Hold
2022 Q4	$5K	Buy
2021 Q1	–	Sell
2020 Q4	$12K	Buy
2015 Q4	–	Sell
2015 Q3	$242K	Buy
2015 Q2	$263K	Buy