Wealthspire Advisors (Maryland)’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,608
| Closed | -$39K | – | 1852 |
|
|
2019
Q1 | $39K | Sell |
2,608
-641
| -20% | -$9.59K | ﹤0.01% | 989 |
|
|
2018
Q4 | $47K | Buy |
3,249
+417
| +15% | +$6.03K | ﹤0.01% | 883 |
|
|
2018
Q3 | $50K | Buy |
2,832
+19
| +0.7% | +$335 | ﹤0.01% | 973 |
|
|
2018
Q2 | $53K | Sell |
2,813
-1,587
| -36% | -$29.9K | ﹤0.01% | 953 |
|
|
2018
Q1 | $90K | Sell |
4,400
-1,051
| -19% | -$21.5K | 0.01% | 751 |
|
|
2017
Q4 | $97K | Sell |
5,451
-269
| -5% | -$4.79K | 0.01% | 726 |
|
|
2017
Q3 | $102K | Buy |
5,720
+438
| +8% | +$7.81K | 0.01% | 699 |
|
|
2017
Q2 | $56K | Buy |
5,282
+1,606
| +44% | +$17K | 0.01% | 910 |
|
|
2017
Q1 | $40K | Buy |
3,676
+188
| +5% | +$2.05K | 0.01% | 860 |
|
|
2016
Q4 | $32K | Hold |
3,488
| – | – | ﹤0.01% | 893 |
|
|
2016
Q3 | $22K | Hold |
3,488
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q2 | $21K | Buy |
3,488
+966
| +38% | +$5.82K | ﹤0.01% | 986 |
|
|
2016
Q1 | $20K | Buy |
2,522
+1,522
| +152% | +$12.1K | ﹤0.01% | 974 |
|
|
2015
Q4 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 1225 |
|