Accel Wealth Management’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$1.79K | – | 1269 |
|
|
2022
Q4 | $1.79K | Hold |
10
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 911 |
|
|
2022
Q1 | $2K | Sell |
10
-5
| -33% | -$1K | ﹤0.01% | 882 |
|
|
2021
Q4 | $6K | Buy |
15
+10
| +200% | +$4K | ﹤0.01% | 795 |
|
|
2021
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 795 |
|
|
2021
Q2 | $4K | Hold |
5
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 809 |
|