IFP Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283 | Buy |
413
+408
| +8,160% | +$280 | ﹤0.01% | 4565 |
|
|
2025
Q1 | $35 | Sell |
5
-50
| -91% | -$350 | ﹤0.01% | 4091 |
|
|
2024
Q4 | $663 | Hold |
55
| – | – | ﹤0.01% | 3357 |
|
|
2024
Q3 | $383 | Hold |
55
| – | – | ﹤0.01% | 3171 |
|
|
2024
Q2 | $1.22K | Hold |
55
| – | – | ﹤0.01% | 2948 |
|
|
2024
Q1 | $2.41K | Hold |
55
| – | – | ﹤0.01% | 2639 |
|
|
2023
Q4 | $4.27K | Sell |
55
-50
| -48% | -$3.88K | ﹤0.01% | 2474 |
|
|
2023
Q3 | $8.9K | Sell |
105
-3
| -3% | -$254 | ﹤0.01% | 2297 |
|
|
2023
Q2 | $12.3K | Buy |
108
+3
| +3% | +$342 | ﹤0.01% | 2222 |
|
|
2023
Q1 | $56.8K | Hold |
105
| – | – | ﹤0.01% | 1513 |
|
|
2022
Q4 | $57K | Sell |
105
-145
| -58% | -$78.7K | ﹤0.01% | 2148 |
|
|
2022
Q3 | $134K | Buy |
250
+70
| +39% | +$37.5K | ﹤0.01% | 1661 |
|
|
2022
Q2 | $98K | Hold |
180
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q1 | $98K | Sell |
180
-15
| -8% | -$8.17K | ﹤0.01% | 1699 |
|
|
2021
Q4 | $74K | Hold |
195
| – | – | ﹤0.01% | 1375 |
|
|
2021
Q3 | $94K | Buy |
195
+57
| +41% | +$27.5K | ﹤0.01% | 1285 |
|
|
2021
Q2 | $100K | Buy |
138
+88
| +176% | +$63.8K | ﹤0.01% | 1244 |
|
|
2021
Q1 | $27K | Buy |
+50
| New | +$27K | ﹤0.01% | 1716 |
|