Glassman Wealth Services’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-118
| Closed | -$1K | – | 1916 |
|
|
2022
Q3 | $1K | Buy |
118
+105
| +808% | +$890 | ﹤0.01% | 1314 |
|
|
2022
Q2 | $0 | Sell |
13
-53
| -80% | – | ﹤0.01% | 1637 |
|
|
2022
Q1 | $1K | Buy |
66
+48
| +267% | +$727 | ﹤0.01% | 1310 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1287 |
|
|
2021
Q3 | – | Sell |
-400
| Closed | -$25K | – | 1567 |
|
|
2021
Q2 | $25K | Hold |
400
| – | – | 0.01% | 508 |
|
|
2021
Q1 | $26K | Buy |
+400
| New | +$26K | 0.01% | 456 |
|