Ulland Investment Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$11K | – | 227 |
|
|
2024
Q2 | $11K | Sell |
500
-1,973
| -80% | -$43.4K | 0.01% | 169 |
|
|
2024
Q1 | $108K | Sell |
2,473
-271
| -10% | -$11.8K | 0.09% | 87 |
|
|
2023
Q4 | $213K | Sell |
2,744
-914
| -25% | -$70.9K | 0.21% | 51 |
|
|
2023
Q3 | $310K | Buy |
3,658
+146
| +4% | +$12.4K | 0.34% | 39 |
|
|
2023
Q2 | $402K | Sell |
3,512
-588
| -14% | -$67.3K | 0.41% | 40 |
|
|
2023
Q1 | $465K | Sell |
4,100
-2,707
| -40% | -$307K | 0.55% | 37 |
|
|
2022
Q4 | $1.22M | Sell |
6,807
-80
| -1% | -$14.3K | 1.45% | 21 |
|
|
2022
Q3 | $1.84M | Buy |
6,887
+2,375
| +53% | +$634K | 2.01% | 18 |
|
|
2022
Q2 | $646K | Buy |
4,512
+33
| +0.7% | +$4.73K | 0.66% | 40 |
|
|
2022
Q1 | $986K | Buy |
4,479
+1,102
| +33% | +$243K | 0.74% | 34 |
|
|
2021
Q4 | $1.28M | Buy |
+3,377
| New | +$1.28M | 0.82% | 30 |
|