Commonwealth Equity Services’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 |
-1,218
| Closed | -$9K | – | 4349 |
|
|
2025
Q1 | $9K | Buy |
1,218
+121
| +11% | +$894 | ﹤0.01% | 4152 |
|
|
2024
Q4 | $13K | Sell |
1,097
-365
| -25% | -$4.33K | ﹤0.01% | 4061 |
|
|
2024
Q3 | $10K | Sell |
1,462
-1,966
| -57% | -$13.4K | ﹤0.01% | 4031 |
|
|
2024
Q2 | $76K | Sell |
3,428
-427
| -11% | -$9.47K | ﹤0.01% | 3855 |
|
|
2024
Q1 | $169K | Buy |
3,855
+694
| +22% | +$30.4K | ﹤0.01% | 3685 |
|
|
2023
Q4 | $245K | Buy |
3,161
+84
| +3% | +$6.51K | ﹤0.01% | 3342 |
|
|
2023
Q3 | $261K | Sell |
3,077
-266
| -8% | -$22.6K | ﹤0.01% | 3154 |
|
|
2023
Q2 | $382K | Buy |
3,343
+555
| +20% | +$63.4K | ﹤0.01% | 2841 |
|
|
2023
Q1 | $316 | Buy |
2,788
+236
| +9% | +$27 | ﹤0.01% | 2930 |
|
|
2022
Q4 | $456K | Sell |
2,552
-349
| -12% | -$62.4K | ﹤0.01% | 2548 |
|
|
2022
Q3 | $774K | Sell |
2,901
-26
| -0.9% | -$6.94K | ﹤0.01% | 2087 |
|
|
2022
Q2 | $419K | Buy |
2,927
+110
| +4% | +$15.7K | ﹤0.01% | 2550 |
|
|
2022
Q1 | $620K | Sell |
2,817
-351
| -11% | -$77.3K | ﹤0.01% | 2354 |
|
|
2021
Q4 | $1.2M | Buy |
3,168
+458
| +17% | +$174K | ﹤0.01% | 1856 |
|
|
2021
Q3 | $1.29M | Buy |
2,710
+242
| +10% | +$116K | ﹤0.01% | 1734 |
|
|
2021
Q2 | $1.78M | Buy |
2,468
+1,255
| +103% | +$904K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $644K | Buy |
+1,213
| New | +$644K | ﹤0.01% | 2125 |
|