Heritage Wealth Management (Arizona)’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
Q4 | $134K | Buy |
1,464
+732
| +100% | +$67.2K | 0.02% | 376 |
|
|
2022
Q3 | $60K | Sell |
732
-15
| -2% | -$1.23K | 0.02% | 381 |
|
|
2022
Q2 | $66.3K | Sell |
747
-143
| -16% | -$12.7K | 0.02% | 379 |
|
|
2022
Q1 | $88K | Buy |
+890
| New | +$88K | 0.02% | 386 |
|
|
2021
Q3 | $92K | Sell |
981
-83
| -8% | -$7.78K | 0.03% | 355 |
|
|
2021
Q2 | $103K | Buy |
+1,064
| New | +$103K | 0.04% | 334 |
|