Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33.2K | Hold |
300
| – | – | 0.01% | 103 |
|
|
2024
Q2 | $29.9K | Hold |
300
| – | – | 0.01% | 107 |
|
|
2024
Q1 | $30.2K | Hold |
300
| – | – | 0.01% | 115 |
|
|
2023
Q4 | $28.6K | Hold |
300
| – | – | 0.01% | 122 |
|
|
2023
Q3 | $26.7K | Hold |
300
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $28.1K | Hold |
300
| – | – | 0.01% | 101 |
|
|
2023
Q1 | $27.5K | Hold |
300
| – | – | 0.01% | 100 |
|
|
2022
Q4 | $27.5K | Hold |
300
| – | – | 0.01% | 103 |
|
|
2022
Q3 | $24.5K | Hold |
300
| – | – | 0.01% | 103 |
|
|
2022
Q2 | $26.6K | Buy |
+300
| New | +$26.6K | 0.01% | 109 |
|