Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-432
| Closed | -$43K | – | 18 |
|
|
2022
Q1 | $43K | Hold |
432
| – | – | 0.03% | 217 |
|
|
2021
Q4 | $44K | Hold |
432
| – | – | 0.03% | 218 |
|
|
2021
Q3 | $41K | Hold |
432
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $42K | Hold |
432
| – | – | 0.03% | 216 |
|
|
2021
Q1 | $41K | Hold |
432
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $36K | Buy |
+432
| New | +$36K | 0.03% | 225 |
|