Kestra Private Wealth Services’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $13.5K | Buy |
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|
2024
Q4 | $13.6K | Buy |
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|
2024
Q3 | $6.62K | Sell |
|
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|
2024
Q2 | $28.3K | Sell |
|
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|
2024
Q1 | $56.7K | Buy |
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|
2023
Q4 | $97K | Buy |
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|
2023
Q3 | $80.3K | Buy |
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|
2023
Q2 | $102K | Buy |
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|
2023
Q1 | $74.5K | Buy |
|
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Buy |
|