HighMark Wealth Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3
| Closed | -$1K | – | 563 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 543 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 480 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 470 |
|