J.W. Cole Advisors, Inc. Stem, Inc. Transaction History

J.W. Cole Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$2.4 - $4.14 $18,360 - $31,670	-7,650 Reduced 30.64%	17,321 $67,000
Q3 2023 Oct 24, 2023	SELL	$4.06 - $7.34 $14,571 - $26,343	-3,589 Reduced 12.57%	24,971 $105,000
Q2 2023 Jul 27, 2023	SELL	$3.8 - $6.54 $8,816 - $15,172	-2,320 Reduced 7.51%	28,560 $163,000
Q1 2023 May 03, 2023	BUY	$5.5 - $10.75 $5,500 - $10,750	1,000 Added 3.35%	30,880 $175,000
Q3 2022 Oct 31, 2022	SELL	$7.15 - $17.42 $16,230 - $39,543	-2,270 Reduced 7.06%	29,880 $399,000
Q2 2022 Jul 27, 2022	BUY	$6.27 - $12.15 $6,896 - $13,365	1,100 Added 3.54%	32,150 $230,000
Q1 2022 Jun 10, 2022	SELL	$7.49 - $19.24 $2.33 Million - $5.98 Million	-310,811 Reduced 90.92%	31,050 $342,000
Q1 2022 May 16, 2022	BUY	$7.49 - $19.24 $2.48 Million - $6.36 Million	330,561 Added 2925.32%	341,861 $31,000
Q4 2021 Jan 25, 2022	BUY	$17.56 - $26.65 $198,428 - $301,145	11,300 New	11,300 $214,000

207

79.7M

690K

1.38M

Ticker STEM
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 154,228,000
Market Cap $50.9M
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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