Lucia Wealth Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Lucia Wealth Services’s Portfolio AIVL Stock Details AIVL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell
2018 Q4	$823K	Sell
2018 Q3	$999K	Sell
2018 Q2	$972K	Buy
2018 Q1	$937K	Buy
2017 Q4	$295K	Buy