Strategic Investment Solutions’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $195 | Hold |
25
| – | – | ﹤0.01% | 666 |
|
|
2026
Q1 | $221 | Sell |
25
-12
| -32% | -$161 | ﹤0.01% | 639 |
|
|
2025
Q4 | $557 | Hold |
37
| – | – | ﹤0.01% | 581 |
|
|
2025
Q3 | $648 | Hold |
37
| – | – | ﹤0.01% | 550 |
|
|
2025
Q2 | $231 | Sell |
37
-1
| -3% | -$9 | ﹤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 | +$1.11K | ﹤0.01% | 533 |
|
|
2023
Q4 | $2.2K | Sell |
28
-1,547
| -98% | -$107K | ﹤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 | $2.83K | Buy |
+25
| New | +$4.24K | ﹤0.01% | 825 |
|