Winch Advisory Services’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-115
| Closed | -$3.33K | – | 460 |
|
|
2024
Q2 | $3.33K | Hold |
115
| – | – | ﹤0.01% | 344 |
|
|
2024
Q1 | $3.11K | Hold |
115
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $3.3K | Hold |
115
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $3K | Hold |
115
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 306 |
|