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Sequoia Financial Advisors’s Stem STEM Stock Holding History

Sequoia Financial 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
2024
Q1 		– Sell
-600
Closed -$46.6K – 1254
2023
Q4 		$46.6K Sell
600
-50
-8% -$3.88K ﹤0.01% 1175
2023
Q3 		$55.1K Buy
+650
New +$55.1K ﹤0.01% 934