Caption Management’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 |
-5,050
| Closed | -$578K | – | 763 |
|
|
2023
Q2 | $578K | Buy |
+5,050
| New | +$578K | 0.01% | 178 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 788 |
|
|
2022
Q3 | – | Sell |
-11,537
| Closed | -$1.65M | – | 857 |
|
|
2022
Q2 | $1.65M | Buy |
+11,537
| New | +$1.65M | 0.02% | 133 |
|
|
2021
Q3 | – | Sell |
-640
| Closed | -$460K | – | 898 |
|
|
2021
Q2 | $460K | Buy |
+640
| New | +$460K | 0.01% | 265 |
|