Doyle 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
2019
Q3
Sell
-145
Closed -$12K 217
2019
Q2
$12K Buy
+145
New +$12K ﹤0.01% 586
2019
Q1
Sell
-145
Closed -$11K 209
2018
Q4
$11K Buy
+145
New +$11K ﹤0.01% 601