F.L. Putnam Investment Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,330
| Closed | -$102K | – | 736 |
|
|
2024
Q1 | $102K | Buy |
2,330
+47
| +2% | +$2.06K | ﹤0.01% | 482 |
|
|
2023
Q4 | $177K | Sell |
2,283
-75
| -3% | -$5.82K | ﹤0.01% | 467 |
|
|
2023
Q3 | $200K | Sell |
2,358
-324
| -12% | -$27.5K | 0.01% | 449 |
|
|
2023
Q2 | $307K | Hold |
2,682
| – | – | 0.01% | 403 |
|
|
2023
Q1 | $304K | Hold |
2,682
| – | – | 0.01% | 359 |
|
|
2022
Q4 | $480K | Buy |
2,682
+40
| +2% | +$7.15K | 0.02% | 296 |
|
|
2022
Q3 | $705K | Buy |
2,642
+1,984
| +302% | +$529K | 0.03% | 242 |
|
|
2022
Q2 | $94K | Hold |
658
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $145K | Buy |
+658
| New | +$145K | ﹤0.01% | 403 |
|