Avalon Investment & Advisory’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-17,863
Closed -$211K 325
2022
Q3
$211K Sell
17,863
-1,116
-6% -$13.2K 0.01% 278
2022
Q2
$235K Sell
18,979
-3,062
-14% -$37.9K 0.01% 291
2022
Q1
$359K Sell
22,041
-27,956
-56% -$455K 0.01% 268
2021
Q4
$938K Sell
49,997
-30,151
-38% -$566K 0.02% 214
2021
Q3
$1.53M Sell
80,148
-116,216
-59% -$2.22M 0.04% 210
2021
Q2
$3.87M Buy
196,364
+60,742
+45% +$1.2M 0.09% 158
2021
Q1
$2.41M Buy
+135,622
New +$2.41M 0.06% 179