Crewe Advisors’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 |
-1
| Closed | -$119 | – | 662 |
|
|
2023
Q3 | $119 | Hold |
1
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $132 | Buy |
+1
| New | +$132 | ﹤0.01% | 804 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$5K | – | 1248 |
|
|
2022
Q3 | $5K | Hold |
17
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1014 |
|