SWM
Selective Wealth Management’s Stellantis STLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$3K | – | 403 |
|
|
2020
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 360 |
|
|
2020
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 296 |
|
|
2019
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 246 |
|
|
2019
Q3 | $4K | Buy |
+300
| New | +$4K | 0.01% | 251 |
|
|
2018
Q3 | $5K | Buy |
+300
| New | +$5K | 0.06% | 115 |
|