Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s C3.ai AI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-250
Closed -$6.38K – 41
2023
Q3 		$6.38K Buy
+250
New +$6.38K ﹤0.01% 364