Summit Securities Group’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34
| Closed | -$5K | – | 915 |
|
|
2022
Q2 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 665 |
|
|
2021
Q4 | – | Sell |
-1,620
| Closed | -$774K | – | 513 |
|
|
2021
Q3 | $774K | Buy |
1,620
+85
| +6% | +$40.6K | 0.06% | 144 |
|
|
2021
Q2 | $1.11M | Buy |
+1,535
| New | +$1.11M | 0.09% | 110 |
|