Rise Advisors’s Stem STEM Stock Holding History

Rise Advisors’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$356	Buy
2024 Q4	–	Sell
2024 Q3	$82	Hold
2024 Q2	$262	Hold
2024 Q1	$517	Hold
2023 Q4	$916	Hold
2023 Q3	$1K	Buy