Northwest 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
2019
Q2
Sell
-65
Closed -$6K 130
2019
Q1
$6K Hold
65
﹤0.01% 383
2018
Q4
$5K Hold
65
﹤0.01% 386
2018
Q3
$6K Hold
65
﹤0.01% 395
2018
Q2
$6K Hold
65
﹤0.01% 387
2018
Q1
$6K Buy
+65
New +$6K ﹤0.01% 394