Insight Wealth Strategies’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,418
| Closed | -$1.27M | – | 181 |
|
|
2023
Q4 | $1.27M | Buy |
16,418
+7,838
| +91% | +$608K | 0.21% | 108 |
|
|
2023
Q3 | $728K | Buy |
8,580
+725
| +9% | +$61.5K | 0.14% | 106 |
|
|
2023
Q2 | $899K | Buy |
7,855
+212
| +3% | +$24.3K | 0.17% | 96 |
|
|
2023
Q1 | $867K | Buy |
7,643
+1,442
| +23% | +$164K | 0.17% | 94 |
|
|
2022
Q4 | $1.11M | Buy |
+6,201
| New | +$1.11M | 0.21% | 86 |
|