Concord Wealth Partners’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$17K | – | 908 |
|
|
2024
Q1 | $17K | Buy |
+600
| New | +$17K | ﹤0.01% | 510 |
|
|
2023
Q4 | – | Sell |
-600
| Closed | -$11.5K | – | 1010 |
|
|
2023
Q3 | $11.5K | Hold |
600
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $10.5K | Buy |
600
+100
| +20% | +$1.75K | ﹤0.01% | 596 |
|
|
2023
Q1 | $9.1K | Buy |
+500
| New | +$9.1K | ﹤0.01% | 604 |
|
|
2022
Q2 | – | Sell |
-123
| Closed | -$2K | – | 1363 |
|
|
2022
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q4 | $2K | Buy |
123
+71
| +137% | +$1.15K | ﹤0.01% | 1166 |
|
|
2021
Q3 | $1K | Sell |
52
-58
| -53% | -$1.12K | ﹤0.01% | 867 |
|
|
2021
Q2 | $2K | Buy |
110
+1
| +0.9% | +$18 | ﹤0.01% | 917 |
|
|
2021
Q1 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 852 |
|