Strategic Vision Investment’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,915
| Closed | -$342K | – | 31 |
|
|
2022
Q4 | $342K | Hold |
1,915
| – | – | 0.12% | 19 |
|
|
2022
Q3 | $511K | Sell |
1,915
-1,800
| -48% | -$480K | 0.5% | 10 |
|
|
2022
Q2 | $532K | Hold |
3,715
| – | – | 1.56% | 11 |
|
|
2022
Q1 | $818K | Sell |
3,715
-5,130
| -58% | -$1.13M | 1.73% | 9 |
|
|
2021
Q4 | $3.36M | Sell |
8,845
-5,065
| -36% | -$1.92M | 5.69% | 4 |
|
|
2021
Q3 | $6.65M | Buy |
13,910
+10,640
| +325% | +$5.08M | 11.69% | 2 |
|
|
2021
Q2 | $2.36M | Sell |
3,270
-840
| -20% | -$605K | 1.29% | 8 |
|
|
2021
Q1 | $2.19M | Buy |
+4,110
| New | +$2.19M | 3.52% | 5 |
|