Traverso Chambers Private 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
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $1.94M | Sell |
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|
2018
Q4 | $1.78M | Buy |
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