Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,100
| Closed | -$345K | – | 1341 |
|
|
2024
Q3 | $345K | Hold |
3,100
| – | – | ﹤0.01% | 907 |
|
|
2024
Q2 | $309K | Hold |
3,100
| – | – | ﹤0.01% | 876 |
|
|
2024
Q1 | $316K | Hold |
3,100
| – | – | ﹤0.01% | 834 |
|
|
2023
Q4 | $297K | Hold |
3,100
| – | – | ﹤0.01% | 933 |
|
|
2023
Q3 | $276K | Hold |
3,100
| – | – | ﹤0.01% | 720 |
|
|
2023
Q2 | $290K | Hold |
3,100
| – | – | 0.01% | 712 |
|
|
2023
Q1 | $284K | Hold |
3,100
| – | – | 0.01% | 647 |
|
|
2022
Q4 | $285K | Buy |
+3,100
| New | +$285K | 0.01% | 604 |
|