Dynamic Advisor Solutions’s Stellantis STLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,682
Closed -$178K 818
2024
Q3
$178K Sell
12,682
-38,155
-75% -$536K 0.01% 891
2024
Q2
$1.01M Buy
50,837
+1,567
+3% +$31.1K 0.03% 457
2024
Q1
$1.39M Sell
49,270
-1,035
-2% -$29.3K 0.05% 369
2023
Q4
$1.13M Buy
50,305
+13,879
+38% +$312K 0.04% 390
2023
Q3
$697K Buy
36,426
+24,628
+209% +$471K 0.03% 441
2023
Q2
$207K Sell
11,798
-5,900
-33% -$103K 0.01% 739
2023
Q1
$322K Sell
17,698
-631
-3% -$11.5K 0.02% 576
2022
Q4
$260K Sell
18,329
-1,318
-7% -$18.7K 0.02% 591
2022
Q3
$233K Buy
19,647
+2,159
+12% +$25.6K 0.02% 589
2022
Q2
$216K Buy
17,488
+2,814
+19% +$34.8K 0.02% 630
2022
Q1
$239K Buy
14,674
+2,932
+25% +$47.8K 0.02% 626
2021
Q4
$220K Buy
+11,742
New +$220K 0.02% 660