Householder Group Estate & Retirement Specialist’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15
| Closed | – | – | 1134 |
|
|
2024
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1317 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$657 | – | 1332 |
|
|
2024
Q1 | $657 | Sell |
15
-319
| -96% | -$14K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $25K | Sell |
334
-172
| -34% | -$12.9K | 0.01% | 594 |
|
|
2023
Q3 | $42.9K | Buy |
+506
| New | +$42.9K | 0.02% | 476 |
|
|
2023
Q1 | $56K | Buy |
495
+20
| +4% | +$2.26K | 0.02% | 425 |
|
|
2022
Q4 | $84K | Buy |
475
+3
| +0.6% | +$531 | 0.13% | 85 |
|
|
2022
Q3 | $126K | Buy |
+472
| New | +$126K | 0.05% | 229 |
|