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 |
|