Optimum Investment Advisors’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 |
-25
| Closed | -$555 | – | 658 |
|
|
2024
Q2 | $555 | Hold |
25
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $1.1K | Hold |
25
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $1.94K | Hold |
25
| – | – | ﹤0.01% | 590 |
|
|
2023
Q3 | $2.12K | Hold |
25
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $2.86K | Hold |
25
| – | – | ﹤0.01% | 640 |
|
|
2023
Q1 | $2.84K | Hold |
25
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $4.47K | Hold |
25
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 711 |
|
|
2022
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 717 |
|
|
2021
Q4 | $9K | Hold |
25
| – | – | ﹤0.01% | 687 |
|
|
2021
Q3 | $12K | Hold |
25
| – | – | 0.01% | 665 |
|
|
2021
Q2 | $18K | Buy |
+25
| New | +$18K | 0.01% | 675 |
|