WWS
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Wellington Wealth Strategies’s Stem STEM Stock Holding History

Wellington Wealth Strategies’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
Q2 		– Sell
-623
Closed -$27.3K – 163
2024
Q1 		$27.3K Sell
623
-222
-26% -$9.73K 0.01% 147
2023
Q4 		$65.5K Buy
+845
New +$65.5K 0.06% 90
2020
Q4 		$65.5K Buy
+845
New +$65.5K 0.06% 89