IFP Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283 | Buy |
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|
2025
Q1 | $35 | Sell |
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|
2024
Q4 | $663 | Hold |
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|
2024
Q3 | $383 | Hold |
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|
2024
Q2 | $1.22K | Hold |
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|
2024
Q1 | $2.41K | Hold |
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|
2023
Q4 | $4.27K | Sell |
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|
2023
Q3 | $8.9K | Sell |
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|
2023
Q2 | $12.3K | Buy |
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|
2023
Q1 | $56.8K | Hold |
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|
2022
Q4 | $57K | Sell |
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|
2022
Q3 | $134K | Buy |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $74K | Hold |
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|
2021
Q3 | $94K | Buy |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $27K | Buy |
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