Kelly Financial Services’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22
| Closed | -$630 | – | 132 |
|
|
2024
Q2 | $630 | Hold |
22
| – | – | ﹤0.01% | 691 |
|
|
2024
Q1 | $589 | Hold |
22
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $625 | Hold |
22
| – | – | ﹤0.01% | 684 |
|
|
2023
Q3 | $555 | Hold |
22
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $793 | Buy |
+22
| New | +$793 | ﹤0.01% | 625 |
|