HIS
Harvest Investment Services’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-84,703
| Closed | -$2.29M | – | 186 |
|
|
2024
Q1 | $2.29M | Buy |
84,703
+4,253
| +5% | +$115K | 0.92% | 29 |
|
|
2023
Q4 | $2.31M | Sell |
80,450
-40,269
| -33% | -$1.16M | 1.06% | 18 |
|
|
2023
Q3 | $3.08M | Buy |
120,719
+49,855
| +70% | +$1.27M | 1.98% | 11 |
|
|
2023
Q2 | $2.58M | Buy |
70,864
+47,416
| +202% | +$1.73M | 1.47% | 13 |
|
|
2023
Q1 | $787K | Buy |
+23,448
| New | +$787K | 0.61% | 52 |
|