Summit Wealth & Retirement Planning’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,196
| Closed | -$233K | – | 96 |
|
|
2021
Q3 | $233K | Sell |
12,196
-7,900
| -39% | -$151K | 0.09% | 79 |
|
|
2021
Q2 | $396K | Sell |
20,096
-1,900
| -9% | -$37.4K | 0.15% | 66 |
|
|
2021
Q1 | $391K | Buy |
+21,996
| New | +$391K | 0.15% | 76 |
|
|
2020
Q4 | – | Sell |
-29,071
| Closed | -$355K | – | 115 |
|
|
2020
Q3 | $355K | Sell |
29,071
-4,200
| -13% | -$51.3K | 0.15% | 84 |
|
|
2020
Q2 | $341K | Sell |
33,271
-2,200
| -6% | -$22.5K | 0.16% | 91 |
|
|
2020
Q1 | $255K | Buy |
35,471
+4,249
| +14% | +$30.5K | 0.14% | 99 |
|
|
2019
Q4 | $459K | Sell |
31,222
-200
| -0.6% | -$2.94K | 0.2% | 88 |
|
|
2019
Q3 | $407K | Sell |
31,422
-875
| -3% | -$11.3K | 0.25% | 81 |
|
|
2019
Q2 | $446K | Sell |
32,297
-4,060
| -11% | -$56.1K | 0.26% | 80 |
|
|
2019
Q1 | $540K | Hold |
36,357
| – | – | 0.32% | 74 |
|
|
2018
Q4 | $526K | Buy |
+36,357
| New | +$526K | 0.4% | 59 |
|