AFT Forsyth & Company’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 |
-621
| Closed | -$219K | – | 162 |
|
2021
Q4 | $219K | Buy |
+621
| New | +$219K | 0.11% | 149 |
|
2021
Q1 | – | Sell |
-900
| Closed | -$212K | – | 158 |
|
2020
Q4 | $212K | Sell |
900
-1,200
| -57% | -$283K | 0.13% | 141 |
|
2020
Q3 | $300K | Buy |
+2,100
| New | +$300K | 0.22% | 109 |
|
2018
Q2 | – | Sell |
-30,300
| Closed | -$538K | – | 144 |
|
2018
Q1 | $538K | Buy |
30,300
+3,825
| +14% | +$67.9K | 0.5% | 71 |
|
2017
Q4 | $550K | Buy |
+26,475
| New | +$550K | 0.54% | 66 |
|