Center for Financial Planning’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50
| Closed | -$1.28K | – | 525 |
|
|
2023
Q3 | $1.28K | Hold |
50
| – | – | ﹤0.01% | 472 |
|
|
2023
Q2 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $1.68K | Hold |
50
| – | – | ﹤0.01% | 460 |
|
|
2022
Q4 | $560 | Hold |
50
| – | – | ﹤0.01% | 503 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 489 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 470 |
|