Wealthspire Advisors (New York)’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.7K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.04K | Buy |
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|
2024
Q4 | $7.89K | Hold |
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|
2024
Q3 | $4.56K | Buy |
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|
2024
Q2 | $12.3K | Buy |
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|
2024
Q1 | $23.2K | Hold |
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|
2023
Q4 | $41.1K | Hold |
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|
2023
Q3 | $44.9K | Hold |
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|
2023
Q2 | $60.5K | Sell |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $90.1K | Sell |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $111K | Buy |
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