Equitable Trust’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,070
| Closed | -$182K | – | 371 |
|
|
2020
Q4 | $182K | Hold |
10,070
| – | – | 0.01% | 352 |
|
|
2020
Q3 | $123K | Hold |
10,070
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $103K | Sell |
10,070
-34,430
| -77% | -$352K | 0.01% | 312 |
|
|
2020
Q1 | $320K | Hold |
44,500
| – | – | 0.04% | 248 |
|
|
2019
Q4 | $654K | Hold |
44,500
| – | – | 0.06% | 180 |
|
|
2019
Q3 | $576K | Hold |
44,500
| – | – | 0.06% | 188 |
|
|
2019
Q2 | $615K | Hold |
44,500
| – | – | 0.07% | 185 |
|
|
2019
Q1 | $661K | Buy |
44,500
+600
| +1% | +$8.91K | 0.08% | 174 |
|
|
2018
Q4 | $635K | Buy |
43,900
+3,000
| +7% | +$43.4K | 0.08% | 170 |
|
|
2018
Q3 | $716K | Buy |
+40,900
| New | +$716K | 0.08% | 174 |
|