Focused Wealth Management’s Stellantis STLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-338	Closed	-$7.89K	–	826
2023 Q4	$7.89K	Hold	338	–	–	﹤0.01%	578
2023 Q3	$6.47K	Hold	338	–	–	﹤0.01%	585
2023 Q2	$5.93K	Buy	338 +10	+3%	+$176	﹤0.01%	607
2023 Q1	$5.98K	Hold	328	–	–	﹤0.01%	614
2022 Q4	$4.66K	Hold	328	–	–	﹤0.01%	637
2022 Q3	$4K	Hold	328	–	–	﹤0.01%	653
2022 Q2	$4K	Buy	328 +8	+3%	+$98	﹤0.01%	634
2022 Q1	$5K	Hold	320	–	–	﹤0.01%	641
2021 Q4	$6K	Hold	320	–	–	﹤0.01%	638
2021 Q3	$6K	Hold	320	–	–	﹤0.01%	648
2021 Q2	$6K	Buy	320 +3	+0.9%	+$56	﹤0.01%	646
2021 Q1	$6K	Hold	317	–	–	﹤0.01%	632
2020 Q4	$6K	Hold	317	–	–	﹤0.01%	607
2020 Q3	$4K	Hold	317	–	–	﹤0.01%	602
2020 Q2	$3K	Hold	317	–	–	﹤0.01%	609
2020 Q1	$2K	Hold	317	–	–	﹤0.01%	600
2019 Q4	$5K	Hold	317	–	–	﹤0.01%	562
2019 Q3	$4K	Hold	317	–	–	﹤0.01%	579
2019 Q2	$4K	Buy	317 +17	+6%	+$215	﹤0.01%	601
2019 Q1	$4K	Hold	300	–	–	﹤0.01%	559
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	549
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	506
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	489
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	523
2017 Q4	$5K	Buy	+300	New	+$5K	﹤0.01%	543
2017 Q3	–	Sell	-301	Closed	-$3K	–	705
2017 Q2	$3K	Buy	301 +201	+201%	+$2K	﹤0.01%	600
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	648
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	655
2016 Q3	$1K	Buy	+100	New	+$1K	﹤0.01%	637
2016 Q2	–	Sell	-101	Closed	-$1K	–	710
2016 Q1	$1K	Sell	101 -52	-34%	-$515	﹤0.01%	608
2015 Q4	$1K	Hold	153	–	–	﹤0.01%	634
2015 Q3	$1K	Hold	153	–	–	﹤0.01%	635
2015 Q2	$1K	Hold	153	–	–	﹤0.01%	624
2015 Q1	$2K	Hold	153	–	–	﹤0.01%	608
2014 Q4	$1K	Buy	+153	New	+$1K	﹤0.01%	626