Oppenheimer & Co’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,308
| Closed | -$37K | – | 1642 |
|
|
2024
Q3 | $37K | Sell |
5,308
-1,517
| -22% | -$10.6K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $152K | Buy |
6,825
+5,060
| +287% | +$112K | ﹤0.01% | 1367 |
|
|
2024
Q1 | $77.3K | Sell |
1,765
-34
| -2% | -$1.49K | ﹤0.01% | 1398 |
|
|
2023
Q4 | $140K | Sell |
1,799
-181
| -9% | -$14K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $168K | Sell |
1,980
-29
| -1% | -$2.46K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $230K | Sell |
2,009
-108
| -5% | -$12.4K | ﹤0.01% | 1250 |
|
|
2023
Q1 | $240K | Buy |
2,117
+26
| +1% | +$2.95K | 0.01% | 1194 |
|
|
2022
Q4 | $374K | Sell |
2,091
-34
| -2% | -$6.08K | 0.01% | 1010 |
|
|
2022
Q3 | $567K | Buy |
2,125
+17
| +0.8% | +$4.54K | 0.01% | 847 |
|
|
2022
Q2 | $302K | Sell |
2,108
-13
| -0.6% | -$1.86K | 0.01% | 1109 |
|
|
2022
Q1 | $467K | Buy |
2,121
+999
| +89% | +$220K | 0.01% | 1039 |
|
|
2021
Q4 | $426K | Sell |
1,122
-594
| -35% | -$226K | 0.01% | 1103 |
|
|
2021
Q3 | $820K | Buy |
1,716
+605
| +54% | +$289K | 0.02% | 814 |
|
|
2021
Q2 | $800K | Buy |
+1,111
| New | +$800K | 0.01% | 838 |
|