BWA
BDO Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $88.1K | Hold |
2,417
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $81.1K | Buy |
+2,417
| New | +$81.1K | 0.01% | 351 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | – | – | 1016 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 938 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 958 |
|
|
2021
Q4 | $1K | Sell |
30
-609
| -95% | -$20.3K | ﹤0.01% | 977 |
|
|
2021
Q3 | $30K | Sell |
639
-38
| -6% | -$1.78K | ﹤0.01% | 529 |
|
|
2021
Q2 | $42K | Sell |
677
-100
| -13% | -$6.2K | ﹤0.01% | 485 |
|
|
2021
Q1 | $51K | Buy |
+777
| New | +$51K | 0.01% | 453 |
|