Ardsley Advisory Partners’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-87,500
| Closed | -$1.94M | – | 149 |
|
|
2024
Q2 | $1.94M | Sell |
87,500
-25,500
| -23% | -$566K | 0.29% | 62 |
|
|
2024
Q1 | $4.95M | Buy |
113,000
+42,000
| +59% | +$1.84M | 0.71% | 44 |
|
|
2023
Q4 | $5.51M | Buy |
71,000
+18,000
| +34% | +$1.4M | 0.85% | 27 |
|
|
2023
Q3 | $4.49M | Sell |
53,000
-17,150
| -24% | -$1.45M | 1% | 31 |
|
|
2023
Q2 | $8.03M | Buy |
70,150
+3,650
| +5% | +$418K | 1.36% | 20 |
|
|
2023
Q1 | $7.54M | Buy |
66,500
+25,500
| +62% | +$2.89M | 1.66% | 21 |
|
|
2022
Q4 | $7.33M | Buy |
41,000
+14,750
| +56% | +$2.64M | 1.52% | 24 |
|
|
2022
Q3 | $7M | Buy |
+26,250
| New | +$7M | 1.57% | 20 |
|
|
2022
Q1 | – | Sell |
-10,075
| Closed | -$3.81M | – | 136 |
|
|
2021
Q4 | $3.81M | Buy |
10,075
+8,850
| +722% | +$3.34M | 0.73% | 33 |
|
|
2021
Q3 | $585K | Buy |
+1,225
| New | +$585K | 0.09% | 76 |
|