EP Wealth Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,941
| Closed | -$222K | – | 1366 |
|
|
2024
Q4 | $222K | Sell |
6,941
-1,450
| -17% | -$46.3K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $281K | Sell |
8,391
-1,029
| -11% | -$34.5K | ﹤0.01% | 885 |
|
|
2024
Q2 | $314K | Buy |
9,420
+1,029
| +12% | +$34.3K | ﹤0.01% | 643 |
|
|
2024
Q1 | $267K | Buy |
+8,391
| New | +$267K | ﹤0.01% | 665 |
|