Summit Securities Group’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 432 |
|
|
2024
Q1 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 167 |
|
|
2023
Q1 | – | Sell |
-7,171
| Closed | -$80K | – | 634 |
|
|
2022
Q4 | $80K | Buy |
+7,171
| New | +$80K | ﹤0.01% | 434 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 708 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 830 |
|