TWM
Trevian Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,166
| Closed | -$304K | – | 34 |
|
|
2022
Q4 | $304K | Hold |
27,166
| – | – | 0.33% | 25 |
|
|
2022
Q3 | $340K | Sell |
27,166
-10,406
| -28% | -$130K | 0.38% | 22 |
|
|
2022
Q2 | $686K | Sell |
37,572
-2,500
| -6% | -$45.6K | 0.74% | 15 |
|
|
2022
Q1 | $910K | Sell |
40,072
-28,335
| -41% | -$643K | 0.88% | 15 |
|
|
2021
Q4 | $1.95M | Buy |
+68,407
| New | +$1.95M | 1.87% | 8 |
|