ProVise Management Group’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,565
| Closed | -$214K | – | 305 |
|
|
2019
Q4 | $214K | Hold |
14,565
| – | – | 0.03% | 287 |
|
|
2019
Q3 | $189K | Hold |
14,565
| – | – | 0.03% | 294 |
|
|
2019
Q2 | $201K | Hold |
14,565
| – | – | 0.03% | 298 |
|
|
2019
Q1 | $216K | Buy |
14,565
+1,740
| +14% | +$25.8K | 0.03% | 275 |
|
|
2018
Q4 | $185K | Buy |
+12,825
| New | +$185K | 0.03% | 283 |
|