Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,960
| Closed | -$415K | – | 108 |
|
|
2020
Q4 | $415K | Hold |
4,960
| – | – | 0.11% | 74 |
|
|
2020
Q3 | $374K | Hold |
4,960
| – | – | 0.13% | 60 |
|
|
2020
Q2 | $366K | Hold |
4,960
| – | – | 0.17% | 62 |
|
|
2020
Q1 | $320K | Hold |
4,960
| – | – | 0.22% | 59 |
|
|
2019
Q4 | $459K | Hold |
4,960
| – | – | 0.28% | 53 |
|
|
2019
Q3 | $434K | Hold |
4,960
| – | – | 0.31% | 56 |
|
|
2019
Q2 | $425K | Buy |
+4,960
| New | +$425K | 0.32% | 61 |
|