Arete Wealth Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,241
| Closed | -$237K | – | 384 |
|
|
2023
Q4 | $237K | Sell |
8,241
-5,646
| -41% | -$162K | 0.02% | 617 |
|
|
2023
Q3 | $354K | Buy |
13,887
+880
| +7% | +$22.5K | 0.06% | 308 |
|
|
2023
Q2 | $474K | Sell |
13,007
-3,381
| -21% | -$123K | 0.04% | 370 |
|
|
2023
Q1 | $550K | Buy |
+16,388
| New | +$550K | 0.04% | 324 |
|