Hall Private Wealth Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-890
| Closed | -$102K | – | 45 |
|
|
2023
Q2 | $102K | Buy |
890
+128
| +17% | +$14.6K | 0.06% | 44 |
|
|
2023
Q1 | $86.4K | Buy |
762
+10
| +1% | +$1.13K | 0.05% | 51 |
|
|
2022
Q4 | $134K | Buy |
752
+1
| +0.1% | +$179 | 0.08% | 45 |
|
|
2022
Q3 | $200K | Buy |
751
+2
| +0.3% | +$533 | 0.12% | 36 |
|
|
2022
Q2 | $107K | Hold |
749
| – | – | 0.06% | 40 |
|
|
2022
Q1 | $165K | Buy |
749
+193
| +35% | +$42.5K | 0.09% | 49 |
|
|
2021
Q4 | $211K | Buy |
+556
| New | +$211K | 0.13% | 44 |
|