Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.05K | Hold |
52
| – | – | ﹤0.01% | 886 |
|
|
2023
Q3 | $4.66K | Buy |
52
+1
| +2% | +$90 | ﹤0.01% | 698 |
|
|
2023
Q2 | $4.86K | Hold |
51
| – | – | ﹤0.01% | 703 |
|
|
2023
Q1 | $4.73K | Hold |
51
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 676 |
|
|
2021
Q1 | – | Sell |
-147
| Closed | -$12K | – | 724 |
|
|
2020
Q4 | $12K | Buy |
+147
| New | +$12K | ﹤0.01% | 407 |
|
|
2015
Q4 | – | Sell |
-3,606
| Closed | -$242K | – | 53 |
|
|
2015
Q3 | $242K | Buy |
3,606
+31
| +0.9% | +$2.08K | 0.06% | 46 |
|
|
2015
Q2 | $263K | Buy |
+3,575
| New | +$263K | 0.07% | 48 |
|