PP
PFS Partners’s C3.ai AI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-250
| Closed | -$7.24K | – | 449 |
|
2024
Q2 | $7.24K | Hold |
250
| – | – | ﹤0.01% | 301 |
|
2024
Q1 | $6.77K | Hold |
250
| – | – | ﹤0.01% | 316 |
|
2023
Q4 | $7.18K | Hold |
250
| – | – | ﹤0.01% | 302 |
|
2023
Q3 | $6.38K | Sell |
250
-300
| -55% | -$7.66K | 0.01% | 298 |
|
2023
Q2 | $20K | Buy |
550
+25
| +5% | +$911 | 0.02% | 190 |
|
2023
Q1 | $17.6K | Hold |
525
| – | – | 0.02% | 171 |
|
2022
Q4 | $5.88K | Hold |
525
| – | – | 0.01% | 254 |
|
2022
Q3 | $6.56K | Buy |
525
+75
| +17% | +$938 | 0.01% | 231 |
|
2022
Q2 | $8.22K | Hold |
450
| – | – | 0.01% | 218 |
|
2022
Q1 | $10.2K | Buy |
450
+250
| +125% | +$5.68K | 0.01% | 210 |
|
2021
Q4 | $6.25K | Buy |
+200
| New | +$6.25K | ﹤0.01% | 247 |
|