Cambridge Investment Research Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,202
| Closed | -$8K | – | 3754 |
|
|
2025
Q1 | $8K | Buy |
1,202
+58
| +5% | +$386 | ﹤0.01% | 3486 |
|
|
2024
Q4 | $14K | Sell |
1,144
-254
| -18% | -$3.11K | ﹤0.01% | 3438 |
|
|
2024
Q3 | $10K | Buy |
1,398
+189
| +16% | +$1.35K | ﹤0.01% | 3391 |
|
|
2024
Q2 | $27K | Sell |
1,209
-133
| -10% | -$2.97K | ﹤0.01% | 3253 |
|
|
2024
Q1 | $59K | Sell |
1,342
-309
| -19% | -$13.6K | ﹤0.01% | 3202 |
|
|
2023
Q4 | $128K | Sell |
1,651
-382
| -19% | -$29.6K | ﹤0.01% | 2999 |
|
|
2023
Q3 | $172K | Sell |
2,033
-442
| -18% | -$37.4K | ﹤0.01% | 2867 |
|
|
2023
Q2 | $283K | Sell |
2,475
-618
| -20% | -$70.7K | ﹤0.01% | 2577 |
|
|
2023
Q1 | $351K | Buy |
3,093
+179
| +6% | +$20.3K | ﹤0.01% | 2348 |
|
|
2022
Q4 | $521K | Sell |
2,914
-72
| -2% | -$12.9K | ﹤0.01% | 1981 |
|
|
2022
Q3 | $797K | Buy |
2,986
+633
| +27% | +$169K | ﹤0.01% | 1629 |
|
|
2022
Q2 | $337K | Buy |
2,353
+306
| +15% | +$43.8K | ﹤0.01% | 2279 |
|
|
2022
Q1 | $451K | Buy |
2,047
+174
| +9% | +$38.3K | ﹤0.01% | 2196 |
|
|
2021
Q4 | $711K | Sell |
1,873
-231
| -11% | -$87.7K | ﹤0.01% | 1822 |
|
|
2021
Q3 | $1.01M | Buy |
2,104
+559
| +36% | +$267K | 0.01% | 1515 |
|
|
2021
Q2 | $1.11M | Buy |
1,545
+291
| +23% | +$210K | 0.01% | 1462 |
|
|
2021
Q1 | $667K | Buy |
+1,254
| New | +$667K | ﹤0.01% | 1690 |
|