Creative Planning’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,176
| Closed | -$43K | – | 3645 |
|
|
2024
Q3 | $43K | Buy |
6,176
+3,947
| +177% | +$27.5K | ﹤0.01% | 3105 |
|
|
2024
Q2 | $49.5K | Sell |
2,229
-332
| -13% | -$7.37K | ﹤0.01% | 2904 |
|
|
2024
Q1 | $112K | Buy |
2,561
+165
| +7% | +$7.23K | ﹤0.01% | 2675 |
|
|
2023
Q4 | $186K | Buy |
2,396
+970
| +68% | +$75.3K | ﹤0.01% | 2453 |
|
|
2023
Q3 | $121K | Buy |
1,426
+342
| +32% | +$29K | ﹤0.01% | 2352 |
|
|
2023
Q2 | $124K | Buy |
+1,084
| New | +$124K | ﹤0.01% | 2298 |
|