SOA Wealth Advisors’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 |
-319
| Closed | -$29.2K | – | 939 |
|
|
2023
Q1 | $29.2K | Hold |
319
| – | – | 0.01% | 359 |
|
|
2022
Q4 | $29.3K | Hold |
319
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $26K | Hold |
319
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $28K | Hold |
319
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $31K | Hold |
319
| – | – | 0.01% | 382 |
|
|
2021
Q4 | $32K | Hold |
319
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $29K | Hold |
319
| – | – | 0.01% | 387 |
|
|
2021
Q2 | $31K | Hold |
319
| – | – | 0.01% | 384 |
|
|
2021
Q1 | $30K | Hold |
319
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $27K | Buy |
+319
| New | +$27K | 0.01% | 346 |
|