Perigon 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 |
-752
| Closed | -$16.7K | – | 1025 |
|
|
2024
Q2 | $16.7K | Sell |
752
-3,702
| -83% | -$82.2K | ﹤0.01% | 860 |
|
|
2024
Q1 | $195K | Sell |
4,454
-1,887
| -30% | -$82.6K | 0.01% | 809 |
|
|
2023
Q4 | $492K | Sell |
6,341
-114
| -2% | -$8.85K | 0.02% | 504 |
|
|
2023
Q3 | $547K | Buy |
6,455
+54
| +0.8% | +$4.58K | 0.02% | 428 |
|
|
2023
Q2 | $732K | Buy |
+6,401
| New | +$732K | 0.03% | 370 |
|