Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-152
| Closed | -$16.7K | – | 546 |
|
|
2025
Q1 | $16.7K | Hold |
152
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $16.2K | Hold |
152
| – | – | ﹤0.01% | 452 |
|
|
2024
Q3 | $16.9K | Hold |
152
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $15.2K | Hold |
152
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $15.5K | Hold |
152
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $14.6K | Hold |
152
| – | – | 0.01% | 413 |
|
|
2023
Q3 | $13.5K | Hold |
152
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $14.2K | Buy |
+152
| New | +$14.2K | 0.01% | 430 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$14K | – | 457 |
|
|
2022
Q4 | $14K | Hold |
152
| – | – | 0.01% | 408 |
|
|
2022
Q3 | $12K | Hold |
152
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $13K | Hold |
152
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $15K | Hold |
152
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $15K | Buy |
+152
| New | +$15K | 0.01% | 409 |
|