Concord Wealth Partners’s Stellantis STLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-600	Closed	-$17K	–	908
2024 Q1	$17K	Buy	+600	New	+$14.9K	﹤0.01%	510
2023 Q4	–	Sell	-600	Closed	-$11.5K	–	1004
2023 Q3	$11.5K	Hold	600	–	–	﹤0.01%	595
2023 Q2	$10.5K	Buy	600 +100	+20%	+$1.68K	﹤0.01%	596
2023 Q1	$9.1K	Buy	+500	New	+$8.35K	﹤0.01%	603
2022 Q2	–	Sell	-123	Closed	-$2K	–	1362
2022 Q1	$2K	Hold	123	–	–	﹤0.01%	1139
2021 Q4	$2K	Buy	123 +71	+137%	+$1.37K	﹤0.01%	1166
2021 Q3	$1K	Sell	52 -58	-53%	-$1.15K	﹤0.01%	867
2021 Q2	$2K	Buy	110 +1	+0.9%	+$19	﹤0.01%	917
2021 Q1	$2K	Buy	+109	New	+$1.83K	﹤0.01%	852