Planning Capital Management Corporation’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-412	Closed	-$16.2K	–	784
2024 Q2	$16.2K	Buy	412 +11	+3%	+$433	0.01%	326
2024 Q1	$16.4K	Buy	401 +2	+0.5%	+$82	0.01%	330
2023 Q4	$16.1K	Buy	+399	New	+$16.1K	0.01%	340