Alera Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.09M | Buy |
7,977
+758
| +11% | +$198K | 0.25% | 52 |
|
|
2024
Q2 | $1.43M | Buy |
7,219
+4,096
| +131% | +$811K | 0.17% | 66 |
|
|
2024
Q1 | $549K | Buy |
3,123
+208
| +7% | +$36.6K | 0.07% | 110 |
|
|
2023
Q4 | $724K | Sell |
2,915
-42
| -1% | -$10.4K | 0.09% | 92 |
|
|
2023
Q3 | $740K | Buy |
2,957
+390
| +15% | +$97.6K | 0.12% | 78 |
|
|
2023
Q2 | $672K | Sell |
2,567
-134
| -5% | -$35.1K | 0.14% | 89 |
|
|
2023
Q1 | $560K | Buy |
2,701
+356
| +15% | +$73.9K | 0.13% | 99 |
|
|
2022
Q4 | $289K | Sell |
2,345
-499
| -18% | -$61.5K | 0.07% | 148 |
|
|
2022
Q3 | $754K | Buy |
2,844
+288
| +11% | +$76.4K | 0.21% | 60 |
|
|
2022
Q2 | $574K | Buy |
2,556
+36
| +1% | +$8.09K | 0.16% | 93 |
|
|
2022
Q1 | $906K | Buy |
+2,520
| New | +$906K | 0.21% | 65 |
|
|
2019
Q2 | – | Sell |
-1,110
| Closed | -$21K | – | 936 |
|
|
2019
Q1 | $21K | Sell |
1,110
-120
| -10% | -$2.27K | 0.01% | 289 |
|
|
2018
Q4 | $27K | Buy |
+1,230
| New | +$27K | 0.02% | 240 |
|