Jones Financial Companies’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161 | Sell |
25
-792
| -97% | -$5.1K | ﹤0.01% | 3925 |
|
|
2025
Q1 | $319 | Buy |
817
+617
| +309% | +$241 | ﹤0.01% | 3559 |
|
|
2024
Q4 | $121 | Hold |
200
| – | – | ﹤0.01% | 3338 |
|
|
2024
Q3 | $66 | Buy |
+200
| New | +$66 | ﹤0.01% | 2987 |
|
|
2024
Q2 | – | Sell |
-5,025
| Closed | -$11K | – | 2447 |
|
|
2024
Q1 | $11K | Buy |
5,025
+4,027
| +404% | +$8.82K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $3.87K | Buy |
+998
| New | +$3.87K | ﹤0.01% | 796 |
|