Advocacy Wealth Management Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-36
| Closed | -$13K | – | 225 |
|
|
2021
Q4 | $13K | Hold |
36
| – | – | ﹤0.01% | 117 |
|
|
2021
Q3 | $9K | Hold |
36
| – | – | ﹤0.01% | 125 |
|
|
2021
Q2 | $8K | Hold |
36
| – | – | ﹤0.01% | 144 |
|
|
2021
Q1 | $8K | Hold |
36
| – | – | ﹤0.01% | 126 |
|
|
2020
Q4 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 121 |
|
|
2019
Q1 | – | Sell |
-675
| Closed | -$15K | – | 173 |
|
|
2018
Q4 | $15K | Hold |
675
| – | – | 0.01% | 98 |
|
|
2018
Q3 | $12K | Hold |
675
| – | – | 0.01% | 121 |
|
|
2018
Q2 | $15K | Hold |
675
| – | – | 0.01% | 107 |
|
|
2018
Q1 | $12K | Hold |
675
| – | – | 0.01% | 120 |
|
|
2017
Q4 | $14K | Sell |
675
-1,125
| -63% | -$23.3K | 0.01% | 136 |
|
|
2017
Q3 | $36K | Buy |
1,800
+1,125
| +167% | +$22.5K | 0.01% | 84 |
|
|
2017
Q2 | $16K | Sell |
675
-450
| -40% | -$10.7K | 0.01% | 156 |
|
|
2017
Q1 | $21K | Hold |
1,125
| – | – | 0.01% | 150 |
|
|
2016
Q4 | $16K | Hold |
1,125
| – | – | ﹤0.01% | 162 |
|
|
2016
Q3 | $15K | Buy |
1,125
+675
| +150% | +$9K | 0.01% | 240 |
|
|
2016
Q2 | $6K | Hold |
450
| – | – | ﹤0.01% | 339 |
|
|
2016
Q1 | $7K | Hold |
450
| – | – | ﹤0.01% | 392 |
|
|
2015
Q4 | $7K | Buy |
+450
| New | +$7K | 0.01% | 395 |
|