Financial Synergies Wealth Advisors’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 |
-60
| Closed | -$1.7K | – | 420 |
|
|
2024
Q1 | $1.7K | Sell |
60
-19
| -24% | -$538 | ﹤0.01% | 342 |
|
|
2023
Q4 | $1.12K | Buy |
79
+19
| +32% | +$270 | ﹤0.01% | 314 |
|
|
2023
Q3 | $1.15K | Hold |
60
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $1.05K | Sell |
60
-19
| -24% | -$333 | ﹤0.01% | 366 |
|
|
2023
Q1 | $1.44K | Hold |
79
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $1.12K | Buy |
79
+6
| +8% | +$85 | ﹤0.01% | 314 |
|
|
2022
Q3 | $865 | Hold |
73
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $903 | Buy |
+73
| New | +$903 | ﹤0.01% | 318 |
|