DAL
David A. Lorber’s Stellantis STLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,414
| Closed | -$180K | – | 16 |
|
|
2018
Q4 | $180K | Sell |
12,414
-3,437
| -22% | -$49.8K | 0.49% | 4 |
|
|
2018
Q3 | $278K | Buy |
15,851
+854
| +6% | +$15K | 0.69% | 5 |
|
|
2018
Q2 | $283K | Buy |
14,997
+493
| +3% | +$9.3K | 0.66% | 5 |
|
|
2018
Q1 | $298K | Buy |
14,504
+1,671
| +13% | +$34.3K | 0.69% | 4 |
|
|
2017
Q4 | $229K | Buy |
12,833
+989
| +8% | +$17.6K | 0.6% | 7 |
|
|
2017
Q3 | $212K | Buy |
11,844
+3,279
| +38% | +$58.7K | 2.43% | 6 |
|
|
2017
Q2 | $91K | Sell |
8,565
-660
| -7% | -$7.01K | 1.24% | 20 |
|
|
2017
Q1 | $101K | Buy |
+9,225
| New | +$101K | 1.77% | 15 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 35 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 29 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 32 |
|
|
2016
Q1 | – | Sell |
-47,610
| Closed | -$666K | – | 37 |
|
|
2015
Q4 | $666K | Sell |
47,610
-51,146
| -52% | -$715K | 3.27% | 6 |
|
|
2015
Q3 | $1.31M | Buy |
+98,756
| New | +$1.31M | 5% | 1 |
|
|
2015
Q2 | – | Sell |
-32,393
| Closed | -$528K | – | 34 |
|
|
2015
Q1 | $528K | Buy |
+32,393
| New | +$528K | 1.53% | 13 |
|