Sugarloaf Wealth Management’s Stem STEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Hold	0	–	–	–	762
2021 Q4	–	Sell	-10	Closed	-$5K	–	777
2021 Q3	$5K	Buy	10 +2	+25%	+$1K	﹤0.01%	609
2021 Q2	$5K	Buy	8 +3	+60%	+$1.88K	﹤0.01%	598
2021 Q1	$3	Buy	+5	New	+$3	﹤0.01%	643