Advisors Asset Management’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$1.33K | – | 1481 |
|
|
2024
Q1 | $1.33K | Sell |
30
-107
| -78% | -$4.73K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $10.6K | Sell |
137
-440
| -76% | -$34.1K | ﹤0.01% | 1378 |
|
|
2023
Q3 | $49K | Sell |
577
-216
| -27% | -$18.3K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $90.7K | Sell |
793
-924
| -54% | -$106K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $195K | Sell |
1,717
-207
| -11% | -$23.5K | ﹤0.01% | 1119 |
|
|
2022
Q4 | $344K | Buy |
1,924
+27
| +1% | +$4.83K | 0.01% | 1022 |
|
|
2022
Q3 | $506K | Buy |
1,897
+284
| +18% | +$75.8K | 0.01% | 922 |
|
|
2022
Q2 | $231K | Buy |
1,613
+66
| +4% | +$9.45K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $341K | Buy |
1,547
+575
| +59% | +$127K | 0.01% | 1111 |
|
|
2021
Q4 | $369K | Buy |
972
+890
| +1,085% | +$338K | 0.01% | 1090 |
|
|
2021
Q3 | $39K | Buy |
+82
| New | +$39K | ﹤0.01% | 1413 |
|