Tradition Wealth Management’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$5K | – | 1384 |
|
|
2023
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1133 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$3K | – | 1183 |
|
|
2022
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1091 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$3K | – | 1157 |
|
|
2021
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1125 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$7K | – | 798 |
|
|
2020
Q4 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 794 |
|