Baltimore-Washington Financial Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-426,168
| Closed | -$2.72M | – | 78 |
|
|
2016
Q3 | $2.72M | Sell |
426,168
-80,430
| -16% | -$513K | 0.77% | 56 |
|
|
2016
Q2 | $3.09M | Buy |
506,598
+11,230
| +2% | +$68.5K | 0.92% | 50 |
|
|
2016
Q1 | $3.96M | Sell |
495,368
-98,975
| -17% | -$790K | 1.2% | 39 |
|
|
2015
Q4 | $5.42M | Buy |
594,343
+37,295
| +7% | +$340K | 1.7% | 24 |
|
|
2015
Q3 | $4.8M | Buy |
557,048
+19,440
| +4% | +$167K | 1.52% | 25 |
|
|
2015
Q2 | $5.09M | Buy |
537,608
+1,776
| +0.3% | +$16.8K | 1.51% | 29 |
|
|
2015
Q1 | $5.7M | Buy |
535,832
+10,667
| +2% | +$113K | 1.66% | 24 |
|
|
2014
Q4 | $3.97M | Buy |
+525,165
| New | +$3.97M | 1.18% | 37 |
|