Meridian Wealth Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-519
| Closed | -$11.5K | – | 632 |
|
|
2024
Q2 | $11.5K | Buy |
+519
| New | +$11.5K | ﹤0.01% | 289 |
|
|
2024
Q1 | – | Sell |
-534
| Closed | -$41.4K | – | 498 |
|
|
2023
Q4 | $41.4K | Buy |
534
+9
| +2% | +$698 | ﹤0.01% | 589 |
|
|
2023
Q3 | $44.5K | Hold |
525
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $60.1K | Buy |
+525
| New | +$60.1K | 0.01% | 537 |
|