Integrated Wealth Concepts’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 |
-2,313
| Closed | -$16.2K | – | 1998 |
|
|
2025
Q1 | $16.2K | Buy |
2,313
+190
| +9% | +$1.33K | ﹤0.01% | 1723 |
|
|
2024
Q4 | $25.6K | Buy |
2,123
+91
| +4% | +$1.1K | ﹤0.01% | 1703 |
|
|
2024
Q3 | $14.2K | Sell |
2,032
-290
| -12% | -$2.02K | ﹤0.01% | 1664 |
|
|
2024
Q2 | $51.6K | Sell |
2,322
-275
| -11% | -$6.11K | ﹤0.01% | 1612 |
|
|
2024
Q1 | $114K | Buy |
2,597
+1,271
| +96% | +$55.7K | ﹤0.01% | 1574 |
|
|
2023
Q4 | $103K | Sell |
1,326
-146
| -10% | -$11.3K | ﹤0.01% | 1519 |
|
|
2023
Q3 | $125K | Sell |
1,472
-1
| -0.1% | -$85 | ﹤0.01% | 1470 |
|
|
2023
Q2 | $169K | Buy |
1,473
+771
| +110% | +$88.2K | ﹤0.01% | 1448 |
|
|
2023
Q1 | $80K | Buy |
+702
| New | +$80K | ﹤0.01% | 1288 |
|