Aspen Wealth Strategies’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,117
| Closed | -$855K | – | 86 |
|
2024
Q4 | $855K | Sell |
2,117
-148
| -7% | -$59.8K | 0.55% | 30 |
|
2024
Q3 | $593K | Sell |
2,265
-534
| -19% | -$140K | 0.38% | 39 |
|
2024
Q2 | $696K | Sell |
2,799
-257
| -8% | -$63.9K | 0.48% | 30 |
|
2024
Q1 | $537K | Buy |
+3,056
| New | +$537K | 0.37% | 41 |
|