Capital Analysts LLC’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-54
| Closed | -$1K | – | 1360 |
|
|
2024
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 980 |
|
|
2023
Q3 | $5K | Sell |
54
-3
| -5% | -$278 | ﹤0.01% | 979 |
|
|
2023
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 876 |
|
|
2023
Q1 | $6K | Buy |
57
+13
| +30% | +$1.37K | ﹤0.01% | 851 |
|
|
2022
Q4 | $8K | Hold |
44
| – | – | ﹤0.01% | 879 |
|
|
2022
Q3 | $12K | Buy |
44
+6
| +16% | +$1.64K | ﹤0.01% | 780 |
|
|
2022
Q2 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 867 |
|