First Trust Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $4.42M | Buy |
|
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|
2023
Q2 | $5.3M | Sell |
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|
2023
Q1 | $5.28M | Sell |
|
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|
2022
Q4 | $8.66M | Sell |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $7.6M | Sell |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $23.4M | Buy |
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|
2021
Q3 | $24.2M | Buy |
|