Aevitas Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-879
| Closed | -$233K | – | 116 |
|
|
2022
Q3 | $233K | Sell |
879
-18
| -2% | -$4.77K | 0.18% | 102 |
|
|
2022
Q2 | $201K | Sell |
897
-45
| -5% | -$10.1K | 0.14% | 107 |
|
|
2022
Q1 | $338K | Sell |
942
-63
| -6% | -$22.6K | 0.21% | 92 |
|
|
2021
Q4 | $353K | Sell |
1,005
-69
| -6% | -$24.2K | 0.21% | 93 |
|
|
2021
Q3 | $277K | Hold |
1,074
| – | – | 0.18% | 108 |
|
|
2021
Q2 | $243K | Hold |
1,074
| – | – | 0.16% | 113 |
|
|
2021
Q1 | $239K | Hold |
1,074
| – | – | 0.17% | 108 |
|
|
2020
Q4 | $252K | Buy |
+1,074
| New | +$252K | 0.18% | 103 |
|
|
2019
Q2 | – | Sell |
-735
| Closed | -$13K | – | 321 |
|
|
2019
Q1 | $13K | Sell |
735
-15
| -2% | -$265 | 0.01% | 286 |
|
|
2018
Q4 | $16K | Sell |
750
-1,500
| -67% | -$32K | 0.02% | 268 |
|
|
2018
Q3 | $40K | Buy |
2,250
+420
| +23% | +$7.47K | 0.04% | 218 |
|
|
2018
Q2 | $42K | Sell |
1,830
-1,560
| -46% | -$35.8K | 0.04% | 214 |
|
|
2018
Q1 | $60K | Sell |
3,390
-570
| -14% | -$10.1K | 0.06% | 172 |
|
|
2017
Q4 | $82K | Buy |
+3,960
| New | +$82K | 0.08% | 150 |
|