Foundations Investment Advisors, LLC Stem, Inc. Transaction History

Foundations Investment Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 05, 2023	BUY	$4.06 - $7.34 $79,965 - $144,568	19,696 Added 38.43%	70,944 $300,000
Q2 2023 Jul 19, 2023	BUY	$3.8 - $6.54 $48,852 - $84,078	12,856 Added 33.49%	51,248 $293,000
Q1 2023 Apr 25, 2023	SELL	$5.5 - $10.75 $56,677 - $110,778	-10,305 Reduced 21.16%	38,392 $217,000
Q4 2022 Jan 11, 2023	SELL	$8.33 - $14.16 $193,780 - $329,404	-23,263 Reduced 32.33%	48,697 $0
Q3 2022 Oct 19, 2022	SELL	$7.15 - $17.42 $40,326 - $98,248	-5,640 Reduced 7.27%	71,960 $960,000

Q2 2022 Jul 08, 2022	SELL	$6.27 - $12.15 $36,623 - $70,968	-5,841 Reduced 7.0%	77,600 $589,000
Q1 2022 Apr 19, 2022	BUY	$7.49 - $19.24 $85,146 - $218,720	11,368 Added 15.77%	83,441 $789,000
Q4 2021 Jan 21, 2022	BUY	$17.56 - $26.65 $241,695 - $366,810	13,764 Added 23.61%	72,073 $1.15 Million
Q3 2021 Oct 13, 2021	BUY	$21.34 - $37.0 $280,749 - $486,772	13,156 Added 29.14%	58,309 $1.24 Million
Q2 2021 Jul 14, 2021	BUY	$16.38 - $36.81 $739,606 - $1.66 Million	45,153 New	45,153 $1.45 Million

229

95.7M

828K

1.43M

Ticker STEM
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 154,228,000
Market Cap $171M
Description
Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled ser...

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