Carson Wealth (CWM LLC)’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Sell |
3,935
-561
| -12% | -$3.56K | ﹤0.01% | 3778 |
|
|
2025
Q1 | $31K | Buy |
4,496
+3,420
| +318% | +$23.6K | ﹤0.01% | 3368 |
|
|
2024
Q4 | $13K | Buy |
1,076
+888
| +472% | +$10.7K | ﹤0.01% | 3731 |
|
|
2024
Q3 | $1K | Sell |
188
-22
| -10% | -$117 | ﹤0.01% | 4710 |
|
|
2024
Q2 | $5K | Buy |
210
+147
| +233% | +$3.5K | ﹤0.01% | 3898 |
|
|
2024
Q1 | $3K | Sell |
63
-31
| -33% | -$1.48K | ﹤0.01% | 3890 |
|
|
2023
Q4 | $7K | Sell |
94
-100
| -52% | -$7.45K | ﹤0.01% | 3372 |
|
|
2023
Q3 | $16K | Buy |
194
+135
| +229% | +$11.1K | ﹤0.01% | 2848 |
|
|
2023
Q2 | $7K | Sell |
59
-48
| -45% | -$5.7K | ﹤0.01% | 3301 |
|
|
2023
Q1 | $12K | Sell |
107
-46
| -30% | -$5.16K | ﹤0.01% | 2862 |
|
|
2022
Q4 | $27K | Buy |
153
+31
| +25% | +$5.47K | ﹤0.01% | 2162 |
|
|
2022
Q3 | $32K | Sell |
122
-3
| -2% | -$787 | ﹤0.01% | 1917 |
|
|
2022
Q2 | $18K | Buy |
125
+41
| +49% | +$5.9K | ﹤0.01% | 2203 |
|
|
2022
Q1 | $18K | Buy |
84
+30
| +56% | +$6.43K | ﹤0.01% | 2147 |
|
|
2021
Q4 | $20K | Buy |
+54
| New | +$20K | ﹤0.01% | 1996 |
|
|
2021
Q2 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2021
Q1 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q4 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q3 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q2 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q1 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q4 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q3 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q2 | $38K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q1 | $38K | Buy |
+53
| New | +$38K | ﹤0.01% | 1522 |
|