Applied Research Investments’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,166
Closed -$486K 29
2022
Q2
$486K Sell
2,166
-720
-25% -$162K 2.15% 25
2022
Q1
$1.04M Sell
2,886
-21,393
-88% -$7.69M 3.09% 15
2021
Q4
$8.55M Sell
24,279
-1,980
-8% -$698K 2.82% 9
2021
Q3
$6.79M Sell
26,259
-1,077
-4% -$278K 2.26% 14
2021
Q2
$6.19M Hold
27,336
2.21% 13
2021
Q1
$6.09M Buy
27,336
+5,181
+23% +$1.15M 2.22% 11
2020
Q4
$5.21M Buy
+22,155
New +$5.21M 2.22% 15