Clearstead Trust’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$424 | – | 467 |
|
|
2023
Q3 | $424 | Hold |
5
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $572 | Hold |
5
| – | – | ﹤0.01% | 382 |
|
|
2023
Q1 | $567 | Hold |
5
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 364 |
|