Financial Advocates Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $683K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $306K | Buy |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $340K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $353K | Buy |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $351K | Buy |
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