ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $22.5K | Sell |
225
-100
| -31% | -$9.98K | 0.01% | 346 |
|
|
2024
Q1 | $33.1K | Hold |
325
| – | – | 0.01% | 645 |
|
|
2023
Q4 | $31.2K | Buy |
+325
| New | +$31.2K | 0.01% | 616 |
|
|
2023
Q3 | – | Sell |
-325
| Closed | -$30.4K | – | 262 |
|
|
2023
Q2 | $30.4K | Hold |
325
| – | – | 0.01% | 598 |
|
|
2023
Q1 | $29.8K | Hold |
325
| – | – | 0.01% | 570 |
|
|
2022
Q4 | $30.8K | Buy |
+325
| New | +$30.8K | 0.01% | 606 |
|