WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6K | Hold |
58
| – | – | ﹤0.01% | 502 |
|
|
2025
Q1 | $6.4K | Hold |
58
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $6.21K | Hold |
58
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $6.49K | Hold |
58
| – | – | ﹤0.01% | 453 |
|
|
2024
Q2 | $5.82K | Hold |
58
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $5.94K | Hold |
58
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $5.59K | Hold |
58
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $5.19K | Hold |
58
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $5.46K | Hold |
58
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $5.35K | Buy |
+58
| New | +$5.35K | ﹤0.01% | 459 |
|
|
2021
Q3 | – | Sell |
-175
| Closed | -$17K | – | 248 |
|
|
2021
Q2 | $17K | Hold |
175
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $17K | Buy |
+175
| New | +$17K | ﹤0.01% | 690 |
|
|
2020
Q1 | – | Sell |
-175
| Closed | -$16K | – | 267 |
|
|
2019
Q4 | $16K | Hold |
175
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $15K | Buy |
+175
| New | +$15K | 0.01% | 229 |
|
|
2019
Q2 | – | Sell |
-175
| Closed | -$15K | – | 226 |
|
|
2019
Q1 | $15K | Hold |
175
| – | – | 0.01% | 225 |
|
|
2018
Q4 | $13K | Hold |
175
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $16K | Hold |
175
| – | – | 0.01% | 196 |
|
|
2018
Q2 | $15K | Buy |
+175
| New | +$15K | 0.01% | 193 |
|