Crewe Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-130
| Closed | -$3.73K | – | 931 |
|
|
2023
Q4 | $3.73K | Buy |
+130
| New | +$3.73K | ﹤0.01% | 267 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$1K | – | 1023 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 955 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2021
Q4 | $3K | Sell |
100
-250
| -71% | -$7.5K | ﹤0.01% | 366 |
|
|
2021
Q3 | $16K | Hold |
350
| – | – | ﹤0.01% | 226 |
|
|
2021
Q2 | $22K | Hold |
350
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $23K | Buy |
+350
| New | +$23K | 0.01% | 208 |
|