Sound Income Strategies’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$35 | – | 1711 |
|
|
2025
Q1 | $35 | Hold |
5
| – | – | ﹤0.01% | 1515 |
|
|
2024
Q4 | $60 | Hold |
5
| – | – | ﹤0.01% | 1430 |
|
|
2024
Q3 | $35 | Hold |
5
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q2 | $111 | Hold |
5
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q1 | $219 | Hold |
5
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q4 | $388 | Hold |
5
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q3 | $424 | Sell |
5
-1
| -17% | -$85 | ﹤0.01% | 1081 |
|
|
2023
Q2 | $698 | Hold |
6
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q1 | $692 | Buy |
+6
| New | +$692 | ﹤0.01% | 959 |
|