Kestra Private Wealth Services’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 |
-1,925
| Closed | -$13.5K | – | 1667 |
|
|
2025
Q1 | $13.5K | Buy |
1,925
+800
| +71% | +$5.61K | ﹤0.01% | 1494 |
|
|
2024
Q4 | $13.6K | Buy |
1,125
+175
| +18% | +$2.11K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $6.62K | Sell |
950
-325
| -25% | -$2.26K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $28.3K | Sell |
1,275
-20
| -2% | -$444 | ﹤0.01% | 1324 |
|
|
2024
Q1 | $56.7K | Buy |
1,295
+45
| +4% | +$1.97K | ﹤0.01% | 1261 |
|
|
2023
Q4 | $97K | Buy |
1,250
+302
| +32% | +$23.4K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $80.3K | Buy |
948
+56
| +6% | +$4.75K | ﹤0.01% | 1094 |
|
|
2023
Q2 | $102K | Buy |
892
+235
| +36% | +$26.9K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $74.5K | Buy |
+657
| New | +$74.5K | ﹤0.01% | 993 |
|
|
2021
Q3 | – | Sell |
-299
| Closed | -$215K | – | 967 |
|
|
2021
Q2 | $215K | Buy |
+299
| New | +$215K | 0.01% | 788 |
|