Sigma Planning Corp’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 |
-1,800
| Closed | -$40K | – | 1261 |
|
|
2024
Q2 | $40K | Buy |
1,800
+752
| +72% | +$16.7K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $45.9K | Buy |
1,048
+359
| +52% | +$15.7K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $53.4K | Sell |
689
-315
| -31% | -$24.4K | ﹤0.01% | 824 |
|
|
2023
Q3 | $85.1K | Sell |
1,004
-74
| -7% | -$6.27K | ﹤0.01% | 1144 |
|
|
2023
Q2 | $123K | Buy |
1,078
+159
| +17% | +$18.2K | ﹤0.01% | 1139 |
|
|
2023
Q1 | $104K | Buy |
+919
| New | +$104K | ﹤0.01% | 1235 |
|
|
2022
Q1 | – | Sell |
-731
| Closed | -$277K | – | 1465 |
|
|
2021
Q4 | $277K | Sell |
731
-441
| -38% | -$167K | 0.01% | 1111 |
|
|
2021
Q3 | $560K | Buy |
1,172
+10
| +0.9% | +$4.78K | 0.02% | 759 |
|
|
2021
Q2 | $837K | Buy |
1,162
+100
| +9% | +$72K | 0.02% | 613 |
|
|
2021
Q1 | $565K | Buy |
+1,062
| New | +$565K | 0.02% | 711 |
|