CFA
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Carroll Financial Associates’s Stellantis STLA Stock Holding History

Carroll Financial Associates’s Portfolio STLA Stock Details STLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$10K – 1328
2018
Q1 		$10K Hold
500
– – ﹤0.01% 847
2017
Q4 		$8K Hold
500
– – ﹤0.01% 895
2017
Q3 		$8K Sell
500
-42,615
-99% -$589K ﹤0.01% 871
2017
Q2 		$456K Sell
43,115
-4,571
-10% -$48.6K 0.06% 167
2017
Q1 		$520K Sell
47,686
-4,789
-9% -$51.5K 0.07% 143
2016
Q4 		$477K Sell
52,475
-15,370
-23% -$115K 0.07% 149
2016
Q3 		$429K Sell
67,845
-7,781
-10% -$51.1K 0.06% 155
2016
Q2 		$459K Sell
75,626
-12,387
-14% -$89.7K 0.08% 143
2016
Q1 		$705K Sell
88,013
-53,772
-38% -$388K 0.13% 103
2015
Q4 		$1.29M Hold
141,785
– – 0.27% 62
2015
Q3 		$1.41M Buy
141,785
+5,245
+4% +$50.2K 0.31% 57
2015
Q2 		$1.3M Buy
136,540
+74,929
+122% +$768K 0.29% 59
2015
Q1 		$654K Buy
61,611
+3,468
+6% +$32.4K 0.29% 65
2014
Q4 		$535K Buy
+58,143
New +$431K 0.34% 56

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