WealthPLAN Partners’s C3.ai AI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-25	Closed	-$911	–	333
2023 Q2	$911	Sell	25 -343	-93%	-$12.5K	﹤0.01%	1143
2023 Q1	$12.4K	Buy	+368	New	+$12.4K	﹤0.01%	815