Cavalier Investments’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34,113
| Closed | -$827K | – | 75 |
|
|
2024
Q3 | $827K | Buy |
34,113
+2,107
| +7% | +$51.1K | 0.25% | 67 |
|
|
2024
Q2 | $927K | Buy |
32,006
+961
| +3% | +$27.8K | 0.29% | 59 |
|
|
2024
Q1 | $840K | Buy |
31,045
+1,737
| +6% | +$47K | 0.31% | 61 |
|
|
2023
Q4 | $841K | Buy |
29,308
+704
| +2% | +$20.2K | 0.31% | 65 |
|
|
2023
Q3 | $730K | Buy |
28,604
+1,049
| +4% | +$26.8K | 0.29% | 69 |
|
|
2023
Q2 | $1M | Buy |
+27,555
| New | +$1M | 0.37% | 66 |
|