Bell Investment Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12
| Closed | -$984 | – | 1992 |
|
|
2023
Q3 | $984 | Hold |
12
| – | – | ﹤0.01% | 1580 |
|
|
2023
Q2 | $1.33K | Hold |
12
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q1 | $1.32K | Sell |
12
-8
| -40% | -$877 | ﹤0.01% | 1453 |
|
|
2022
Q4 | $3.66K | Hold |
20
| – | – | ﹤0.01% | 970 |
|
|
2022
Q3 | $5K | Buy |
20
+14
| +233% | +$3.5K | ﹤0.01% | 714 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1608 |
|