Geneos Wealth Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25
| Closed | -$555 | – | 2618 |
|
|
2024
Q2 | $555 | Hold |
25
| – | – | ﹤0.01% | 2043 |
|
|
2024
Q1 | $1.1K | Sell |
25
-14
| -36% | -$613 | ﹤0.01% | 2000 |
|
|
2023
Q4 | $2.99K | Hold |
39
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q3 | $3.27K | Hold |
39
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q2 | $4.4K | Buy |
39
+6
| +18% | +$678 | ﹤0.01% | 1770 |
|
|
2023
Q1 | $3.69K | Sell |
33
-1
| -3% | -$112 | ﹤0.01% | 1799 |
|
|
2022
Q4 | $5.99K | Hold |
34
| – | – | ﹤0.01% | 1663 |
|
|
2022
Q3 | $8K | Sell |
34
-16
| -32% | -$3.77K | ﹤0.01% | 1587 |
|
|
2022
Q2 | $7K | Buy |
50
+35
| +233% | +$4.9K | ﹤0.01% | 2101 |
|
|
2022
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 2490 |
|