Kestra Advisory Services’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-583
| Closed | -$66.1K | – | 2184 |
|
|
2023
Q1 | $66.1K | Sell |
583
-133
| -19% | -$15.1K | ﹤0.01% | 1980 |
|
|
2022
Q4 | $128K | Sell |
716
-672
| -48% | -$120K | ﹤0.01% | 2106 |
|
|
2022
Q3 | $370K | Sell |
1,388
-284
| -17% | -$75.7K | ﹤0.01% | 1481 |
|
|
2022
Q2 | $239K | Buy |
+1,672
| New | +$239K | ﹤0.01% | 1789 |
|