Stratos Wealth Partners’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 |
-2,111
| Closed | -$235K | – | 1453 |
|
|
2024
Q3 | $235K | Buy |
+2,111
| New | +$235K | ﹤0.01% | 1262 |
|
|
2018
Q4 | – | Sell |
-2,008
| Closed | -$182K | – | 905 |
|
|
2018
Q3 | $182K | Buy |
+2,008
| New | +$182K | 0.01% | 874 |
|
|
2018
Q2 | – | Sell |
-1,256
| Closed | -$106K | – | 1010 |
|
|
2018
Q1 | $106K | Buy |
1,256
+401
| +47% | +$33.8K | ﹤0.01% | 1166 |
|
|
2017
Q4 | $76K | Buy |
+855
| New | +$76K | ﹤0.01% | 1310 |
|