Ulland Investment Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11K | Sell |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $1.28M | Buy |
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