Asset Planning Services (Pennsylvania)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $528K | Hold |
1,500
| – | – | 0.24% | 50 |
|
|
2021
Q3 | $388K | Hold |
1,500
| – | – | 0.19% | 59 |
|
|
2021
Q2 | $340K | Hold |
1,500
| – | – | 0.16% | 63 |
|
|
2021
Q1 | $334K | Hold |
1,500
| – | – | 0.15% | 65 |
|
|
2020
Q4 | $353K | Sell |
1,500
-30
| -2% | -$7.06K | 0.17% | 62 |
|
|
2020
Q3 | $219K | Buy |
+1,530
| New | +$219K | 0.09% | 77 |
|
|
2019
Q4 | – | Sell |
-375
| Closed | -$6K | – | 240 |
|
|
2019
Q3 | $6K | Hold |
375
| – | – | ﹤0.01% | 231 |
|
|
2019
Q2 | $6K | Hold |
375
| – | – | ﹤0.01% | 223 |
|
|
2019
Q1 | $7K | Hold |
375
| – | – | ﹤0.01% | 219 |
|
|
2018
Q4 | $8K | Hold |
375
| – | – | ﹤0.01% | 210 |
|
|
2018
Q3 | $9K | Buy |
375
+150
| +67% | +$3.6K | ﹤0.01% | 210 |
|
|
2018
Q2 | $5K | Hold |
225
| – | – | ﹤0.01% | 229 |
|
|
2018
Q1 | $4K | Hold |
225
| – | – | ﹤0.01% | 243 |
|
|
2017
Q4 | $5K | Hold |
225
| – | – | ﹤0.01% | 241 |
|
|
2017
Q3 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 264 |
|
|
2017
Q1 | – | Sell |
-750
| Closed | -$11K | – | 300 |
|
|
2016
Q4 | $11K | Hold |
750
| – | – | 0.01% | 197 |
|
|
2016
Q3 | $10K | Hold |
750
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $11K | Buy |
+750
| New | +$11K | 0.01% | 193 |
|