Valley Wealth Managers’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$1.21K | – | 404 |
|
|
2024
Q3 | $1.21K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $1.45K | Hold |
50
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $1.35K | Hold |
50
| – | – | ﹤0.01% | 284 |
|
|
2023
Q4 | $1.44K | Hold |
50
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $1.28K | Hold |
50
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $1.82K | Buy |
+50
| New | +$1.82K | ﹤0.01% | 304 |
|