IHT 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 |
-553
| Closed | -$3.87K | – | 1197 |
|
|
2025
Q1 | $3.87K | Buy |
553
+2
| +0.4% | +$14 | ﹤0.01% | 1083 |
|
|
2024
Q4 | $6.65K | Sell |
551
-9
| -2% | -$109 | ﹤0.01% | 1076 |
|
|
2024
Q3 | $3.9K | Hold |
560
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q2 | $12.4K | Sell |
560
-22
| -4% | -$488 | ﹤0.01% | 1021 |
|
|
2024
Q1 | $25.5K | Sell |
582
-38
| -6% | -$1.66K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $48.1K | Sell |
620
-58
| -9% | -$4.5K | ﹤0.01% | 956 |
|
|
2023
Q3 | $57.5K | Hold |
678
| – | – | ﹤0.01% | 938 |
|
|
2023
Q2 | $77.6K | Sell |
678
-5
| -0.7% | -$572 | ﹤0.01% | 939 |
|
|
2023
Q1 | $77.5K | Sell |
683
-57
| -8% | -$6.47K | ﹤0.01% | 912 |
|
|
2022
Q4 | $132K | Sell |
740
-225
| -23% | -$40.2K | 0.01% | 851 |
|
|
2022
Q3 | $258K | Sell |
965
-8
| -0.8% | -$2.14K | 0.02% | 678 |
|
|
2022
Q2 | $139K | Buy |
+973
| New | +$139K | 0.01% | 687 |
|
|
2022
Q1 | – | Sell |
-767
| Closed | -$291K | – | 845 |
|
|
2021
Q4 | $291K | Buy |
767
+91
| +13% | +$34.5K | 0.02% | 625 |
|
|
2021
Q3 | $323K | Buy |
+676
| New | +$323K | 0.03% | 570 |
|