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LVW Advisors’s Stem STEM Stock Holding History

LVW Advisors’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
Q1 		– Sell
-538
Closed -$96.2K – 241
2022
Q4 		$96.2K Buy
+538
New +$96.2K 0.02% 227