B. Riley Wealth Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-515
| Closed | -$58.9K | – | 1622 |
|
|
2023
Q2 | $58.9K | Sell |
515
-828
| -62% | -$94.7K | ﹤0.01% | 1476 |
|
|
2023
Q1 | $152K | Buy |
1,343
+215
| +19% | +$24.4K | ﹤0.01% | 1335 |
|
|
2022
Q4 | $202K | Sell |
1,128
-444
| -28% | -$79.4K | 0.01% | 1266 |
|
|
2022
Q3 | $420K | Buy |
1,572
+693
| +79% | +$185K | 0.01% | 835 |
|
|
2022
Q2 | $126K | Buy |
879
+198
| +29% | +$28.4K | 0.01% | 1103 |
|
|
2022
Q1 | $151K | Sell |
681
-25
| -4% | -$5.54K | ﹤0.01% | 1252 |
|
|
2021
Q4 | $268K | Sell |
706
-130
| -16% | -$49.3K | 0.01% | 1133 |
|
|
2021
Q3 | $400K | Sell |
836
-305
| -27% | -$146K | 0.01% | 891 |
|
|
2021
Q2 | $822K | Buy |
+1,141
| New | +$822K | 0.03% | 585 |
|