TA
Tiedemann Advisors’s Stem STEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $924K | Hold |
217,940
| – | – | 0.04% | 128 |
|
2023
Q2 | $1.25M | Hold |
217,940
| – | – | 0.05% | 103 |
|
2023
Q1 | $1.24M | Hold |
217,940
| – | – | 0.06% | 102 |
|
2022
Q4 | $1.95M | Hold |
217,940
| – | – | 0.09% | 78 |
|
2022
Q3 | $2.91M | Sell |
217,940
-20,520
| -9% | -$274K | 0.18% | 61 |
|
2022
Q2 | $1.71M | Hold |
238,460
| – | – | 0.13% | 77 |
|
2022
Q1 | $2.63M | Hold |
238,460
| – | – | 0.13% | 76 |
|
2021
Q4 | $4.52M | Buy |
+238,460
| New | +$4.52M | 0.22% | 54 |
|