Alpha Omega 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
Q2 | – | Sell |
-657
| Closed | -$236K | – | 221 |
|
|
2022
Q1 | $236K | Hold |
657
| – | – | 0.04% | 201 |
|
|
2021
Q4 | $226K | Buy |
+657
| New | +$226K | 0.03% | 210 |
|
|
2019
Q3 | – | Sell |
-1,440
| Closed | -$21K | – | 520 |
|
|
2019
Q2 | $21K | Hold |
1,440
| – | – | 0.01% | 358 |
|
|
2019
Q1 | $27K | Hold |
1,440
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $32K | Sell |
1,440
-570
| -28% | -$12.7K | 0.02% | 251 |
|
|
2018
Q3 | $35K | Hold |
2,010
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $46K | Hold |
2,010
| – | – | 0.02% | 234 |
|
|
2018
Q1 | $36K | Sell |
2,010
-450
| -18% | -$8.06K | 0.02% | 235 |
|
|
2017
Q4 | $51K | Hold |
2,460
| – | – | 0.03% | 219 |
|
|
2017
Q3 | $56K | Hold |
2,460
| – | – | 0.03% | 218 |
|
|
2017
Q2 | $59K | Hold |
2,460
| – | – | 0.03% | 218 |
|
|
2017
Q1 | $46K | Hold |
2,460
| – | – | 0.02% | 233 |
|
|
2016
Q4 | $35K | Buy |
+2,460
| New | +$35K | 0.02% | 250 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$23K | – | 234 |
|
|
2016
Q1 | $23K | Hold |
1,500
| – | – | 0.02% | 132 |
|
|
2015
Q4 | $24K | Buy |
+1,500
| New | +$24K | 0.02% | 124 |
|