HSA
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HBK Sorce Advisory’s Stem STEM Stock Holding History

HBK Sorce Advisory’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-847
Closed -$5.93K – 621
2025
Q1 		$5.93K Buy
847
+315
+59% +$2.21K ﹤0.01% 585
2024
Q4 		$6.42K Buy
+532
New +$6.42K ﹤0.01% 572