Arbor 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
Q2 | – | Sell |
-3,707
| Closed | -$652K | – | 113 |
|
2024
Q1 | $652K | Sell |
3,707
-240
| -6% | -$42.2K | 0.1% | 53 |
|
2023
Q4 | $981K | Hold |
3,947
| – | – | 0.15% | 43 |
|
2023
Q3 | $988K | Hold |
3,947
| – | – | 0.17% | 40 |
|
2023
Q2 | $1.03M | Buy |
3,947
+41
| +1% | +$10.7K | 0.18% | 39 |
|
2023
Q1 | $810K | Hold |
3,906
| – | – | 0.15% | 42 |
|
2022
Q4 | $481K | Buy |
3,906
+2,970
| +317% | +$366K | 0.1% | 58 |
|
2022
Q3 | $248K | Hold |
936
| – | – | 0.06% | 63 |
|
2022
Q2 | $210K | Sell |
936
-84
| -8% | -$18.8K | 0.05% | 100 |
|
2022
Q1 | $366K | Sell |
1,020
-6
| -0.6% | -$2.15K | 0.07% | 71 |
|
2021
Q4 | $361K | Sell |
1,026
-24
| -2% | -$8.44K | 0.07% | 71 |
|
2021
Q3 | $271K | Hold |
1,050
| – | – | 0.05% | 84 |
|
2021
Q2 | $238K | Buy |
+1,050
| New | +$238K | 0.05% | 93 |
|