LWM
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Laidlaw Wealth Management’s Stem STEM Stock Holding History

Laidlaw Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-361
Closed -$260K – 280
2021
Q2 		$260K Sell
361
-74
-17% -$53.3K 0.07% 208
2021
Q1 		$231K Buy
+435
New +$231K 0.08% 192