NewEdge Advisors’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 |
-8
| Closed | -$55 | – | 4148 |
|
|
2025
Q1 | $55 | Hold |
8
| – | – | ﹤0.01% | 3848 |
|
|
2024
Q4 | $92 | Sell |
8
-211
| -96% | -$2.43K | ﹤0.01% | 3786 |
|
|
2024
Q3 | $1.52K | Sell |
219
-59
| -21% | -$411 | ﹤0.01% | 3439 |
|
|
2024
Q2 | $6.17K | Buy |
278
+155
| +126% | +$3.44K | ﹤0.01% | 3023 |
|
|
2024
Q1 | $5.4K | Buy |
123
+34
| +38% | +$1.49K | ﹤0.01% | 3110 |
|
|
2023
Q4 | $6.92K | Sell |
89
-142
| -61% | -$11K | ﹤0.01% | 3000 |
|
|
2023
Q3 | $19.6K | Sell |
231
-2
| -0.9% | -$170 | ﹤0.01% | 2390 |
|
|
2023
Q2 | $26.6K | Sell |
233
-183
| -44% | -$20.9K | ﹤0.01% | 2296 |
|
|
2023
Q1 | $47.2K | Sell |
416
-9
| -2% | -$1.02K | ﹤0.01% | 2032 |
|
|
2022
Q4 | $76 | Buy |
+425
| New | +$76 | ﹤0.01% | 3409 |
|