Perfromance Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $433K | Sell |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $344K | Buy |
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