Tortoise Investment Management’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 |
-642
| Closed | -$28.1K | – | 892 |
|
|
2024
Q1 | $28.1K | Hold |
642
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $49.8K | Hold |
642
| – | – | 0.01% | 355 |
|
|
2023
Q3 | $54.5K | Hold |
642
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $73.5K | Hold |
642
| – | – | 0.01% | 310 |
|
|
2023
Q1 | $72.8K | Hold |
642
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $115K | Hold |
642
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $171K | Sell |
642
-500
| -44% | -$133K | 0.03% | 193 |
|
|
2022
Q2 | $164K | Hold |
1,142
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $252K | Sell |
1,142
-500
| -30% | -$110K | 0.05% | 158 |
|
|
2021
Q4 | $623K | Buy |
+1,642
| New | +$623K | 0.12% | 103 |
|