Juncture Wealth Strategies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $365K | Sell |
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2022
Q2 | $409K | Sell |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $503K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $488K | Sell |
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|
2019
Q2 | $705K | Sell |
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|
2019
Q1 | $765K | Sell |
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|
2018
Q4 | $911K | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $773K | Buy |
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|
2018
Q1 | $318K | Buy |
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