Arete Wealth Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-28,663
| Closed | -$403K | – | 788 |
|
2024
Q3 | $403K | Buy |
28,663
+256
| +0.9% | +$3.6K | 0.03% | 429 |
|
2024
Q2 | $564K | Buy |
+28,407
| New | +$564K | 0.05% | 361 |
|
2023
Q3 | – | Sell |
-11,218
| Closed | -$197K | – | 689 |
|
2023
Q2 | $197K | Buy |
+11,218
| New | +$197K | 0.02% | 600 |
|