MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-204
| Closed | -$15K | – | 235 |
|
|
2020
Q3 | $15K | Hold |
204
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $15K | Hold |
204
| – | – | 0.01% | 162 |
|
|
2020
Q1 | $13K | Hold |
204
| – | – | 0.01% | 153 |
|
|
2019
Q4 | $19K | Hold |
204
| – | – | 0.01% | 156 |
|
|
2019
Q3 | $18K | Hold |
204
| – | – | 0.01% | 150 |
|
|
2019
Q2 | $17K | Hold |
204
| – | – | 0.01% | 151 |
|
|
2019
Q1 | $17K | Hold |
204
| – | – | 0.01% | 153 |
|
|
2018
Q4 | $16K | Buy |
+204
| New | +$16K | 0.02% | 161 |
|