Golden State 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
2019
Q4
Sell
-100
Closed -$9K 80
2019
Q3
$9K Hold
100
﹤0.01% 761
2019
Q2
$8K Sell
100
-149
-60% -$11.9K ﹤0.01% 780
2019
Q1
$21K Buy
+249
New +$21K 0.01% 612