CWM
AI icon

Compass Wealth Management’s C3.ai AI Stock Holding History

Compass Wealth Management’s Portfolio AI Stock Details AI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$2.11K – 162
2025
Q1 		$2.11K Buy
+100
New +$2.11K ﹤0.01% 407