Wealthspire Advisors (New York)’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-719
| Closed | -$5.04K | – | 874 |
|
|
2025
Q1 | $5.04K | Buy |
719
+65
| +10% | +$455 | ﹤0.01% | 788 |
|
|
2024
Q4 | $7.89K | Hold |
654
| – | – | ﹤0.01% | 791 |
|
|
2024
Q3 | $4.56K | Buy |
654
+100
| +18% | +$697 | ﹤0.01% | 752 |
|
|
2024
Q2 | $12.3K | Buy |
554
+25
| +5% | +$555 | ﹤0.01% | 660 |
|
|
2024
Q1 | $23.2K | Hold |
529
| – | – | ﹤0.01% | 634 |
|
|
2023
Q4 | $41.1K | Hold |
529
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $44.9K | Hold |
529
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $60.5K | Sell |
529
-35
| -6% | -$4.01K | ﹤0.01% | 549 |
|
|
2023
Q1 | $64K | Buy |
564
+60
| +12% | +$6.81K | ﹤0.01% | 521 |
|
|
2022
Q4 | $90.1K | Sell |
504
-82
| -14% | -$14.7K | ﹤0.01% | 559 |
|
|
2022
Q3 | $156K | Buy |
586
+82
| +16% | +$21.8K | ﹤0.01% | 490 |
|
|
2022
Q2 | $72K | Hold |
504
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $111K | Buy |
+504
| New | +$111K | ﹤0.01% | 420 |
|