Appropriate Balance Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$2.22K Sell
11,370
-525
-4% -$103 0.11% 25
2017
Q2
$2.2K Buy
11,895
+2,895
+32% +$534 0.11% 24
2017
Q1
$2.16K Sell
9,000
-26,070
-74% -$6.25K 0.11% 25
2016
Q4
$499K Sell
35,070
-3,705
-10% -$52.7K 0.31% 25
2016
Q3
$527K Sell
38,775
-690
-2% -$9.38K 0.34% 25
2016
Q2
$558K Sell
39,465
-1,080
-3% -$15.3K 0.37% 23
2016
Q1
$621K Sell
40,545
-5,430
-12% -$83.2K 0.43% 17
2015
Q4
$735K Buy
+45,975
New +$735K 0.51% 13