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Hall Private Wealth Advisors

SEC CIK
0001744091
Latest filing
Nov 15, 2023

STEM holding history

Stem, Inc. in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STEM overviewAll 13F holders of STEMFull Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of STEM by Hall Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−17,793−100.0%Sold outHolders
Q2 202317,793$101.8K0.1%+2,562+16.8%AddedHolders
Q1 202315,231$86.4K<0.1%+197+1.3%AddedHolders
Q4 202215,034$134.4K0.1%+11+0.1%AddedHolders
Q3 202215,023$200.0K0.1%+48+0.3%AddedHolders
Q2 202214,975$107.0K0.1%00.0%UnchangedHolders
Q1 202214,975$165.0K0.1%+3,860+34.7%AddedHolders
Q4 202111,115$211.0K0.1%+11,115NewHolders