AWE
Avidian Wealth Enterprises’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-141,301
| Closed | -$1.56M | – | 492 |
|
|
2022
Q1 | $1.56M | Buy |
141,301
+14,602
| +12% | +$161K | 0.1% | 133 |
|
|
2021
Q4 | $2.4M | Buy |
126,699
+26,855
| +27% | +$509K | 0.15% | 106 |
|
|
2021
Q3 | $2.39M | Buy |
99,844
+10,785
| +12% | +$258K | 0.18% | 85 |
|
|
2021
Q2 | $3.21M | Buy |
89,059
+35,648
| +67% | +$1.28M | 0.25% | 68 |
|
|
2021
Q1 | $1.42M | Buy |
+53,411
| New | +$1.42M | 0.12% | 98 |
|