IWA
IVC Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,280
| Closed | -$211K | – | 140 |
|
|
2022
Q1 | $211K | Buy |
9,280
+1,025
| +12% | +$23.3K | 0.14% | 141 |
|
|
2021
Q4 | $258K | Buy |
+8,255
| New | +$258K | 0.17% | 119 |
|
|
2021
Q3 | – | Sell |
-3,325
| Closed | -$208K | – | 143 |
|
|
2021
Q2 | $208K | Buy |
+3,325
| New | +$208K | 0.15% | 128 |
|