Capital Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
180
| – | – | ﹤0.01% | 872 |
|
|
2025
Q1 | $19.8K | Hold |
180
| – | – | ﹤0.01% | 813 |
|
|
2024
Q4 | $19.2K | Hold |
180
| – | – | ﹤0.01% | 758 |
|
|
2024
Q3 | $20K | Hold |
180
| – | – | ﹤0.01% | 790 |
|
|
2024
Q2 | $18K | Hold |
180
| – | – | ﹤0.01% | 777 |
|
|
2024
Q1 | $18.3K | Hold |
180
| – | – | ﹤0.01% | 764 |
|
|
2023
Q4 | $17.3K | Hold |
180
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $16K | Buy |
+180
| New | +$16K | ﹤0.01% | 722 |
|