Liberty One Investment Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21
| Closed | -$3.84K | – | 172 |
|
|
2022
Q4 | $3.84K | Hold |
21
| – | – | ﹤0.01% | 149 |
|
|
2022
Q3 | $6K | Buy |
+21
| New | +$6K | ﹤0.01% | 148 |
|
|
2022
Q2 | – | Sell |
-2,602
| Closed | -$573K | – | 162 |
|
|
2022
Q1 | $573K | Buy |
2,602
+276
| +12% | +$60.8K | 0.09% | 104 |
|
|
2021
Q4 | $882K | Buy |
2,326
+284
| +14% | +$108K | 0.13% | 104 |
|
|
2021
Q3 | $975K | Buy |
+2,042
| New | +$975K | 0.17% | 100 |
|