AWM
Aries Wealth Management’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50,000
| Closed | -$17.5K | – | 229 |
|
|
2025
Q1 | $17.5K | Hold |
50,000
| – | – | ﹤0.01% | 221 |
|
|
2024
Q4 | $30.2K | Buy |
50,000
+25,000
| +100% | +$15.1K | 0.01% | 217 |
|
|
2024
Q3 | $8.71K | Sell |
25,000
-1,000
| -4% | -$348 | ﹤0.01% | 230 |
|
|
2024
Q2 | $28.9K | Buy |
26,000
+1,000
| +4% | +$1.11K | 0.01% | 202 |
|
|
2024
Q1 | $54.8K | Hold |
25,000
| – | – | 0.02% | 205 |
|
|
2023
Q4 | $97K | Buy |
25,000
+10,000
| +67% | +$38.8K | 0.03% | 194 |
|
|
2023
Q3 | $57.8K | Hold |
15,000
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $85.8K | Buy |
15,000
+5,000
| +50% | +$28.6K | 0.03% | 196 |
|
|
2023
Q1 | $56.7K | Buy |
+10,000
| New | +$56.7K | 0.02% | 189 |
|