Berman Capital Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $17K | Buy |
927
+168
| +22% | +$3.08K | ﹤0.01% | 1037 |
|
|
2021
Q2 | $14K | Buy |
+759
| New | +$14K | ﹤0.01% | 1035 |
|
|
2021
Q1 | – | Sell |
-610
| Closed | -$11K | – | 1908 |
|
|
2020
Q4 | $11K | Hold |
610
| – | – | ﹤0.01% | 902 |
|
|
2020
Q3 | $7K | Hold |
610
| – | – | ﹤0.01% | 938 |
|
|
2020
Q2 | $5K | Buy |
610
+151
| +33% | +$1.24K | ﹤0.01% | 996 |
|
|
2020
Q1 | $3K | Buy |
+459
| New | +$3K | ﹤0.01% | 1067 |
|
|
2019
Q1 | – | Sell |
-79
| Closed | -$1K | – | 1475 |
|
|
2018
Q4 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 1062 |
|