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IAG Wealth Partners’s Stem STEM Stock Holding History

IAG Wealth Partners’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35
Closed -$2.97K – 476
2023
Q3 		$2.97K Hold
35
– – ﹤0.01% 386
2023
Q2 		$4K Hold
35
– – ﹤0.01% 383
2023
Q1 		$3.97K Hold
35
– – ﹤0.01% 396
2022
Q4 		$6.26K Buy
+35
New +$6.26K ﹤0.01% 338