SEI Investments’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 |
-2,182
| Closed | -$48.4K | – | 2758 |
|
|
2024
Q2 | $48.4K | Buy |
2,182
+270
| +14% | +$5.99K | ﹤0.01% | 2590 |
|
|
2024
Q1 | $83.7K | Hold |
1,912
| – | – | ﹤0.01% | 2520 |
|
|
2023
Q4 | $148K | Buy |
1,912
+90
| +5% | +$6.98K | ﹤0.01% | 2478 |
|
|
2023
Q3 | $154K | Sell |
1,822
-513
| -22% | -$43.5K | ﹤0.01% | 2463 |
|
|
2023
Q2 | $267K | Buy |
2,335
+749
| +47% | +$85.7K | ﹤0.01% | 2378 |
|
|
2023
Q1 | $180K | Buy |
1,586
+866
| +120% | +$98.2K | ﹤0.01% | 2499 |
|
|
2022
Q4 | $129K | Buy |
720
+181
| +34% | +$32.4K | ﹤0.01% | 2416 |
|
|
2022
Q3 | $144K | Buy |
+539
| New | +$144K | ﹤0.01% | 2522 |
|