WKWM
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Walter & Keenan Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Walter & Keenan Wealth Management’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,200
Closed -$213K – 144
2014
Q2 		$213K Hold
4,200
– – 0.11% 137
2014
Q1 		$207K Buy
+4,200
New +$207K 0.11% 132