BerganKDV Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$3.36K | – | 867 |
|
|
2023
Q1 | $3.36K | Hold |
100
| – | – | ﹤0.01% | 752 |
|
|
2022
Q4 | $1.12K | Hold |
100
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 851 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 801 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 830 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 840 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 735 |
|
|
2021
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 668 |
|