WR Wealth Planners’s Stem STEM Stock Holding History

WR Wealth Planners’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
2024 Q4	$965	Sell
2024 Q3	$627	Hold
2024 Q2	$2K	Hold
2024 Q1	$3.94K	Buy
2023 Q4	–	Sell
2023 Q3	$11.9K	Hold
2023 Q2	$16K	Hold
2023 Q1	$15.9K	Buy