Advisory Services Network’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,682
| Closed | -$59.5K | – | 1712 |
|
|
2024
Q3 | $59.5K | Hold |
2,682
| – | – | ﹤0.01% | 1498 |
|
|
2024
Q2 | $59.5K | Sell |
2,682
-285
| -10% | -$6.33K | ﹤0.01% | 1498 |
|
|
2024
Q1 | $130K | Buy |
2,967
+76
| +3% | +$3.33K | ﹤0.01% | 1389 |
|
|
2023
Q4 | $224K | Sell |
2,891
-225
| -7% | -$17.5K | 0.01% | 1218 |
|
|
2023
Q3 | $264K | Sell |
3,116
-72
| -2% | -$6.11K | 0.01% | 1193 |
|
|
2023
Q2 | $365K | Sell |
3,188
-74
| -2% | -$8.47K | 0.01% | 1046 |
|
|
2023
Q1 | $370K | Buy |
3,262
+1,461
| +81% | +$166K | 0.01% | 1045 |
|
|
2022
Q4 | $322K | Buy |
1,801
+386
| +27% | +$69K | 0.01% | 1049 |
|
|
2022
Q3 | $378K | Sell |
1,415
-333
| -19% | -$89K | 0.01% | 936 |
|
|
2022
Q2 | $250K | Sell |
1,748
-22
| -1% | -$3.15K | 0.01% | 1159 |
|
|
2022
Q1 | $390K | Buy |
1,770
+514
| +41% | +$113K | 0.01% | 1019 |
|
|
2021
Q4 | $476K | Sell |
1,256
-299
| -19% | -$113K | 0.01% | 911 |
|
|
2021
Q3 | $743K | Buy |
1,555
+236
| +18% | +$113K | 0.02% | 721 |
|
|
2021
Q2 | $950K | Buy |
1,319
+698
| +112% | +$503K | 0.03% | 612 |
|
|
2021
Q1 | $330K | Buy |
+621
| New | +$330K | 0.01% | 983 |
|