Symmetry Investments’s Stem STEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,063
| Closed | -$572K | – | 231 |
|
2024
Q1 | $572K | Sell |
13,063
-3,390
| -21% | -$148K | 0.03% | 114 |
|
2023
Q4 | $1.28M | Buy |
16,453
+9,770
| +146% | +$758K | 0.09% | 87 |
|
2023
Q3 | $567K | Sell |
6,683
-1,312
| -16% | -$111K | 0.12% | 93 |
|
2023
Q2 | $915K | Buy |
7,995
+2,450
| +44% | +$280K | 0.14% | 72 |
|
2023
Q1 | $629K | Buy |
+5,545
| New | +$629K | 0.15% | 53 |
|