Steward Partners Investment Advisory’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31 | Hold |
5
| – | – | ﹤0.01% | 4076 |
|
|
2025
Q1 | $35 | Buy |
+5
| New | +$35 | ﹤0.01% | 3969 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$11K | – | 3372 |
|
|
2021
Q4 | $11K | Sell |
29
-92
| -76% | -$34.9K | ﹤0.01% | 2570 |
|
|
2021
Q3 | $58K | Buy |
121
+68
| +128% | +$32.6K | ﹤0.01% | 1821 |
|
|
2021
Q2 | $38K | Sell |
53
-45
| -46% | -$32.3K | ﹤0.01% | 3848 |
|
|
2021
Q1 | $51.8K | Buy |
+98
| New | +$51.8K | ﹤0.01% | 1962 |
|