Intercontinental Wealth Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $692K | Buy |
39,475
+1,059
| +3% | +$18.6K | 0.17% | 142 |
|
2023
Q1 | $699K | Buy |
+38,416
| New | +$699K | 0.18% | 134 |
|
2019
Q1 | – | Sell |
-15,531
| Closed | -$225K | – | 451 |
|
2018
Q4 | $225K | Sell |
15,531
-795
| -5% | -$11.5K | 0.13% | 112 |
|
2018
Q3 | $286K | Buy |
16,326
+1,219
| +8% | +$21.4K | 0.14% | 105 |
|
2018
Q2 | $285K | Hold |
15,107
| – | – | 0.16% | 101 |
|
2018
Q1 | $310K | Buy |
+15,107
| New | +$310K | 0.18% | 90 |
|