Sculati Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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