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Clear Point Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Clear Point Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$22.3K – 117
2024
Q3 		$22.3K Hold
200
– – 0.02% 275
2024
Q2 		$20K Hold
200
– – 0.02% 269
2024
Q1 		$20.4K Hold
200
– – 0.02% 276
2023
Q4 		$19.2K Buy
+200
New +$19.2K 0.02% 271