WR Wealth Planners’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $965 | Sell |
80
-10
| -11% | -$121 | ﹤0.01% | 933 |
|
|
2024
Q3 | $627 | Hold |
90
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 888 |
|
|
2024
Q1 | $3.94K | Buy |
+90
| New | +$3.94K | ﹤0.01% | 761 |
|
|
2023
Q4 | – | Sell |
-140
| Closed | -$11.9K | – | 773 |
|
|
2023
Q3 | $11.9K | Hold |
140
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $16K | Hold |
140
| – | – | 0.01% | 473 |
|
|
2023
Q1 | $15.9K | Buy |
+140
| New | +$15.9K | 0.01% | 456 |
|