SWM
Sculati Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,377
| Closed | -$218K | – | 107 |
|
|
2023
Q1 | $218K | Hold |
2,377
| – | – | 0.12% | 105 |
|
|
2022
Q4 | $218K | Buy |
+2,377
| New | +$218K | 0.12% | 100 |
|
|
2022
Q3 | – | Sell |
-2,377
| Closed | -$211K | – | 116 |
|
|
2022
Q2 | $211K | Sell |
2,377
-1,020
| -30% | -$90.5K | 0.12% | 108 |
|
|
2022
Q1 | $337K | Buy |
3,397
+370
| +12% | +$36.7K | 0.16% | 92 |
|
|
2021
Q4 | $306K | Buy |
3,027
+560
| +23% | +$56.6K | 0.15% | 95 |
|
|
2021
Q3 | $232K | Hold |
2,467
| – | – | 0.12% | 104 |
|
|
2021
Q2 | $240K | Buy |
2,467
+5
| +0.2% | +$486 | 0.13% | 101 |
|
|
2021
Q1 | $232K | Hold |
2,462
| – | – | 0.13% | 105 |
|
|
2020
Q4 | $206K | Buy |
+2,462
| New | +$206K | 0.14% | 100 |
|
|
2020
Q1 | – | Sell |
-2,306
| Closed | -$213K | – | 100 |
|
|
2019
Q4 | $213K | Buy |
+2,306
| New | +$213K | 0.19% | 84 |
|