Affinity Investment Advisors’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
-3,181
Closed -$844K 219
2022
Q3
$844K Sell
3,181
-5
-0.2% -$1.33K 0.44% 78
2022
Q2
$715K Hold
3,186
0.35% 97
2022
Q1
$1.14M Sell
3,186
-72
-2% -$25.9K 0.47% 63
2021
Q4
$1.15M Sell
3,258
-108
-3% -$38.1K 0.46% 65
2021
Q3
$870K Sell
3,366
-168
-5% -$43.4K 0.39% 91
2021
Q2
$801K Sell
3,534
-549
-13% -$124K 0.36% 102
2021
Q1
$909K Buy
+4,083
New +$909K 0.33% 91