Cerity Partners’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 |
-4,133
| Closed | -$29K | – | 2750 |
|
|
2025
Q1 | $29K | Buy |
+4,133
| New | +$29K | ﹤0.01% | 2422 |
|
|
2024
Q4 | – | Sell |
-933
| Closed | -$6.5K | – | 2584 |
|
|
2024
Q3 | $6.5K | Buy |
933
+197
| +27% | +$1.37K | ﹤0.01% | 2521 |
|
|
2024
Q2 | $16.3K | Buy |
+736
| New | +$16.3K | ﹤0.01% | 2203 |
|