Burleson & Co’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.37M | Sell |
7,679
-27,324
| -78% | -$4.89M | 0.34% | 72 |
|
|
2022
Q3 | $9.34M | Sell |
35,003
-505
| -1% | -$135K | 2.01% | 14 |
|
|
2022
Q2 | $5.09M | Buy |
35,508
+5,278
| +17% | +$756K | 1.1% | 25 |
|
|
2022
Q1 | $6.66M | Buy |
30,230
+4,942
| +20% | +$1.09M | 1.07% | 29 |
|
|
2021
Q4 | $9.59M | Buy |
25,288
+2,753
| +12% | +$1.04M | 1.4% | 22 |
|
|
2021
Q3 | $10.8M | Buy |
22,535
+22,500
| +64,286% | +$10.8M | 1.6% | 20 |
|
|
2021
Q2 | $25K | Sell |
35
-465
| -93% | -$332K | ﹤0.01% | 222 |
|
|
2021
Q1 | $266K | Buy |
+500
| New | +$266K | 0.04% | 115 |
|