RA
Rise Advisors’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,015
| Closed | -$356 | – | 1641 |
|
|
2025
Q1 | $356 | Buy |
+1,015
| New | +$356 | ﹤0.01% | 1415 |
|
|
2024
Q4 | – | Sell |
-236
| Closed | -$82 | – | 1211 |
|
|
2024
Q3 | $82 | Hold |
236
| – | – | ﹤0.01% | 1223 |
|
|
2024
Q2 | $262 | Hold |
236
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q1 | $517 | Hold |
236
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q4 | $916 | Hold |
236
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $1K | Buy |
+236
| New | +$1K | ﹤0.01% | 532 |
|