Essex Savings Bank’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,800
Closed -$74K 190
2019
Q2
$74K Hold
1,800
0.03% 389
2019
Q1
$74K Hold
1,800
0.04% 251
2018
Q4
$68K Buy
+1,800
New +$68K 0.04% 248