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WMG Financial Advisors’s C3.ai AI Stock Holding History

WMG Financial Advisors’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,150
Closed -$224K – 173
2021
Q4 		$224K Buy
+7,150
New +$224K 0.17% 152