Tortoise Capital Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65,528
| Closed | -$7.43M | – | 103 |
|
|
2023
Q1 | $7.43M | Sell |
65,528
-44,330
| -40% | -$5.03M | 0.11% | 60 |
|
|
2022
Q4 | $19.6M | Buy |
109,858
+35,321
| +47% | +$6.32M | 0.29% | 44 |
|
|
2022
Q3 | $19.9M | Buy |
74,537
+2,714
| +4% | +$724K | 0.31% | 42 |
|
|
2022
Q2 | $10.3M | Buy |
71,823
+2,938
| +4% | +$421K | 0.16% | 51 |
|
|
2022
Q1 | $15.2M | Buy |
68,885
+41,639
| +153% | +$9.17M | 0.2% | 45 |
|
|
2021
Q4 | $10.3M | Buy |
27,246
+14,074
| +107% | +$5.34M | 0.16% | 46 |
|
|
2021
Q3 | $6.29M | Buy |
+13,172
| New | +$6.29M | 0.1% | 58 |
|