Avidian Wealth Enterprises’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,500
| Closed | -$131K | – | 445 |
|
|
2022
Q3 | $131K | Buy |
+10,500
| New | +$131K | 0.01% | 398 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 485 |
|
|
2021
Q4 | – | Sell |
-7,700
| Closed | -$357K | – | 512 |
|
|
2021
Q3 | $357K | Buy |
7,700
+1,000
| +15% | +$46.4K | 0.03% | 266 |
|
|
2021
Q2 | $419K | Buy |
6,700
+1,700
| +34% | +$106K | 0.03% | 254 |
|
|
2021
Q1 | $330K | Buy |
+5,000
| New | +$330K | 0.03% | 275 |
|