EverSource Wealth Advisors’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592 | Sell |
95
-19
| -17% | -$118 | ﹤0.01% | 3854 |
|
|
2025
Q1 | $799 | Buy |
114
+69
| +153% | +$484 | ﹤0.01% | 3308 |
|
|
2024
Q4 | $537 | Buy |
+45
| New | +$537 | ﹤0.01% | 3173 |
|
|
2024
Q3 | – | Sell |
-4
| Closed | -$109 | – | 3124 |
|
|
2024
Q2 | $109 | Buy |
+4
| New | +$109 | ﹤0.01% | 2993 |
|