HB Wealth Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,473
| Closed | -$10.3K | – | 1265 |
|
|
2025
Q1 | $10.3K | Buy |
1,473
+8
| +0.5% | +$56 | ﹤0.01% | 1194 |
|
|
2024
Q4 | $17.7K | Hold |
1,465
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q3 | $10.2K | Sell |
1,465
-122
| -8% | -$850 | ﹤0.01% | 958 |
|
|
2024
Q2 | $35.2K | Sell |
1,587
-6
| -0.4% | -$133 | ﹤0.01% | 888 |
|
|
2024
Q1 | $69.8K | Buy |
1,593
+66
| +4% | +$2.89K | ﹤0.01% | 823 |
|
|
2023
Q4 | $119K | Sell |
1,527
-23
| -1% | -$1.79K | ﹤0.01% | 760 |
|
|
2023
Q3 | $131K | Hold |
1,550
| – | – | ﹤0.01% | 735 |
|
|
2023
Q2 | $177K | Buy |
1,550
+25
| +2% | +$2.86K | ﹤0.01% | 690 |
|
|
2023
Q1 | $173K | Hold |
1,525
| – | – | ﹤0.01% | 684 |
|
|
2022
Q4 | $273K | Buy |
+1,525
| New | +$273K | 0.01% | 541 |
|