Toth Financial Advisory’s Stem STEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5	Closed	-$894	–	842
2022 Q4	$894	Buy	+5	New	+$894	﹤0.01%	667
2022 Q2	–	Sell	-3	Closed	-$1K	–	763
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	680
2021 Q4	$1K	Buy	+3	New	+$1K	﹤0.01%	713