Cyndeo 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
Q3
Sell
-227,371
Closed -$4.51M 462
2024
Q2
$4.51M Buy
227,371
+17,327
+8% +$344K 0.35% 84
2024
Q1
$5.94M Buy
210,044
+4,811
+2% +$136K 0.49% 61
2023
Q4
$4.79M Buy
+205,233
New +$4.79M 0.44% 74