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Sowell Financial Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Sowell Financial Services’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-400
Closed -$18K – 575
2021
Q1 		$18K Hold
400
– – ﹤0.01% 2086
2020
Q4 		$16K Hold
400
– – ﹤0.01% 1824
2020
Q3 		$14K Hold
400
– – ﹤0.01% 1687
2020
Q2 		$14K Hold
400
– – ﹤0.01% 1564
2020
Q1 		$13K Hold
400
– – ﹤0.01% 1515
2019
Q4 		$17K Hold
400
– – ﹤0.01% 1485
2019
Q3 		$16K Buy
+400
New +$16.1K ﹤0.01% 1356

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