MAM
Maytree Asset Management’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-183,546
| Closed | -$204K | – | 24 |
|
|
2024
Q2 | $204K | Sell |
183,546
-65,156
| -26% | -$72.3K | 0.21% | 21 |
|
|
2024
Q1 | $545K | Hold |
248,702
| – | – | 1.02% | 13 |
|
|
2023
Q4 | $965K | Hold |
248,702
| – | – | 1.22% | 17 |
|
|
2023
Q3 | $1.05M | Sell |
248,702
-296,720
| -54% | -$1.26M | 1.35% | 8 |
|
|
2023
Q2 | $3.12M | Buy |
545,422
+8,422
| +2% | +$48.2K | 3.15% | 7 |
|
|
2023
Q1 | $3.04M | Buy |
+537,000
| New | +$3.04M | 3.26% | 9 |
|