Strategic Investment Solutions’s Stem STEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231 Sell
37
-1
-3% -$6 ﹤0.01% 571
2025
Q1
$263 Hold
38
﹤0.01% 592
2024
Q4
$453 Hold
38
﹤0.01% 591
2024
Q3
$261 Hold
38
﹤0.01% 598
2024
Q2
$915 Buy
+38
New +$915 ﹤0.01% 533
2023
Q4
$2.2K Sell
28
-1,547
-98% -$121K ﹤0.01% 954
2023
Q3
$180K Buy
1,575
+1,550
+6,200% +$177K ﹤0.01% 505
2023
Q2
$2.77K Hold
25
﹤0.01% 723
2023
Q1
$2.84K Buy
+25
New +$2.84K ﹤0.01% 825