Focused Wealth Management’s Stellantis STLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-338	Closed	-$7.89K	–	873
2023 Q4	$7.89K	Hold	338	–	–	﹤0.01%	594
2023 Q3	$6.47K	Hold	338	–	–	﹤0.01%	604
2023 Q2	$5.93K	Buy	338 +10	+3%	+$168	﹤0.01%	641
2023 Q1	$5.97K	Hold	328	–	–	﹤0.01%	636
2022 Q4	$4.66K	Hold	328	–	–	﹤0.01%	667
2022 Q3	$4K	Hold	328	–	–	﹤0.01%	676
2022 Q2	$4K	Buy	328 +8	+3%	+$113	﹤0.01%	665
2022 Q1	$5K	Hold	320	–	–	﹤0.01%	683
2021 Q4	$6K	Hold	320	–	–	﹤0.01%	672
2021 Q3	$6K	Hold	320	–	–	﹤0.01%	693
2021 Q2	$6K	Buy	320 +3	+0.9%	+$56	﹤0.01%	695
2021 Q1	$6K	Hold	317	–	–	﹤0.01%	689
2020 Q4	$6K	Hold	317	–	–	﹤0.01%	643
2020 Q3	$4K	Hold	317	–	–	﹤0.01%	647
2020 Q2	$3K	Hold	317	–	–	﹤0.01%	656
2020 Q1	$2K	Hold	317	–	–	﹤0.01%	628
2019 Q4	$5K	Hold	317	–	–	﹤0.01%	582
2019 Q3	$4K	Hold	317	–	–	﹤0.01%	600
2019 Q2	$4K	Buy	317 +17	+6%	+$247	﹤0.01%	628
2019 Q1	$4K	Hold	300	–	–	﹤0.01%	578
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	566
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	526
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	502
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	541
2017 Q4	$5K	Buy	+300	New	+$5.28K	﹤0.01%	550
2017 Q3	–	Sell	-301	Closed	-$3K	–	726
2017 Q2	$3K	Buy	301 +201	+201%	+$2.14K	﹤0.01%	611
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	661
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	660
2016 Q3	$1K	Buy	+100	New	+$657	﹤0.01%	637
2016 Q2	–	Sell	-101	Closed	-$1K	–	720
2016 Q1	$1K	Sell	101 -52	-34%	-$376	﹤0.01%	617
2015 Q4	$1K	Hold	153	–	–	﹤0.01%	641
2015 Q3	$1K	Hold	153	–	–	﹤0.01%	645
2015 Q2	$1K	Hold	153	–	–	﹤0.01%	629
2015 Q1	$2K	Hold	153	–	–	﹤0.01%	612
2014 Q4	$1K	Buy	+153	New	+$1.13K	﹤0.01%	631