MWA
Moser Wealth Advisors’s C3.ai AI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-100
| Closed | -$2.42K | – | 137 |
|
2024
Q3 | $2.42K | Hold |
100
| – | – | ﹤0.01% | 131 |
|
2024
Q2 | $2.9K | Hold |
100
| – | – | ﹤0.01% | 139 |
|
2024
Q1 | $2.71K | Hold |
100
| – | – | ﹤0.01% | 139 |
|
2023
Q4 | $2.87K | Hold |
100
| – | – | ﹤0.01% | 132 |
|
2023
Q3 | $2.55K | Buy |
+100
| New | +$2.55K | ﹤0.01% | 125 |
|
2022
Q4 | – | Sell |
-55
| Closed | -$1K | – | 126 |
|
2022
Q3 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 138 |
|