Atria Wealth Solutions’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,087
| Closed | -$219K | – | 1901 |
|
|
2024
Q1 | $219K | Buy |
8,087
+1,045
| +15% | +$28.3K | ﹤0.01% | 1758 |
|
|
2023
Q4 | $202K | Buy |
+7,042
| New | +$202K | ﹤0.01% | 1764 |
|
|
2023
Q3 | – | Sell |
-5,954
| Closed | -$217K | – | 1849 |
|
|
2023
Q2 | $217K | Sell |
5,954
-4,650
| -44% | -$169K | ﹤0.01% | 1635 |
|
|
2023
Q1 | $356K | Buy |
+10,604
| New | +$356K | 0.01% | 1316 |
|