Vontobel Holding’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,690
| Closed | -$985K | – | 1154 |
|
|
2023
Q4 | $985K | Sell |
12,690
-7,910
| -38% | -$614K | 0.01% | 597 |
|
|
2023
Q3 | $1.75M | Sell |
20,600
-4,545
| -18% | -$385K | 0.02% | 457 |
|
|
2023
Q2 | $2.88M | Sell |
25,145
-2,718
| -10% | -$311K | 0.03% | 376 |
|
|
2023
Q1 | $3.16M | Buy |
27,863
+22,160
| +389% | +$2.51M | 0.03% | 354 |
|
|
2022
Q4 | $1.02M | Buy |
+5,703
| New | +$1.02M | 0.01% | 578 |
|