Flaharty Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3K | Hold |
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|
2025
Q1 | $45.9K | Sell |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $438K | Hold |
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|
2021
Q4 | $448K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $430K | Hold |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $406K | Sell |
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|
2019
Q4 | $591K | Sell |
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|
2019
Q3 | $585K | Hold |
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|
2019
Q2 | $574K | Hold |
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|
2019
Q1 | $572K | Sell |
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|
2018
Q4 | $600K | Hold |
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|
2018
Q3 | $708K | Hold |
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|
2018
Q2 | $677K | Sell |
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|
2018
Q1 | $695K | Sell |
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|
2017
Q4 | $787K | Buy |
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|
2017
Q3 | $743K | Buy |
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|
2017
Q2 | $743 | Sell |
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|
2017
Q1 | $860K | Buy |
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|
2016
Q4 | $852K | Buy |
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