Foundations Investment Advisors’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,547
| Closed | -$301K | – | 726 |
|
|
2023
Q3 | $301K | Buy |
3,547
+985
| +38% | +$83.5K | 0.01% | 508 |
|
|
2023
Q2 | $293K | Buy |
2,562
+642
| +33% | +$73.5K | 0.01% | 474 |
|
|
2023
Q1 | $218K | Sell |
1,920
-515
| -21% | -$58.4K | 0.01% | 458 |
|
|
2022
Q4 | $435K | Sell |
2,435
-1,163
| -32% | -$208K | 0.02% | 299 |
|
|
2022
Q3 | $960K | Sell |
3,598
-282
| -7% | -$75.2K | 0.04% | 176 |
|
|
2022
Q2 | $589K | Sell |
3,880
-292
| -7% | -$44.3K | 0.02% | 205 |
|
|
2022
Q1 | $789K | Buy |
4,172
+568
| +16% | +$107K | 0.03% | 145 |
|
|
2021
Q4 | $1.15M | Buy |
3,604
+689
| +24% | +$220K | 0.04% | 112 |
|
|
2021
Q3 | $1.24M | Buy |
2,915
+657
| +29% | +$279K | 0.05% | 100 |
|
|
2021
Q2 | $1.45M | Buy |
2,258
+1,739
| +335% | +$1.12M | 0.07% | 85 |
|
|
2021
Q1 | $265K | Buy |
+519
| New | +$265K | 0.02% | 190 |
|