Integrated Wealth Management’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,004
| Closed | -$6K | – | 901 |
|
|
2016
Q3 | $6K | Hold |
1,004
| – | – | ﹤0.01% | 878 |
|
|
2016
Q2 | $6K | Sell |
1,004
-5
| -0.5% | -$30 | ﹤0.01% | 884 |
|
|
2016
Q1 | $8K | Sell |
1,009
-525
| -34% | -$4.16K | ﹤0.01% | 761 |
|
|
2015
Q4 | $14K | Hold |
1,534
| – | – | 0.01% | 679 |
|
|
2015
Q3 | $13K | Hold |
1,534
| – | – | 0.01% | 704 |
|
|
2015
Q2 | $15K | Hold |
1,534
| – | – | 0.01% | 696 |
|
|
2015
Q1 | $16K | Buy |
+1,534
| New | +$16K | 0.01% | 633 |
|