Avalon Investment & Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $13.5M | Buy |
65,291
+56,606
| +652% | +$11.7M | 0.37% | 85 |
|
2022
Q4 | $1.07M | Sell |
8,685
-1,973
| -19% | -$243K | 0.03% | 200 |
|
2022
Q3 | $2.83M | Sell |
10,658
-1,189
| -10% | -$315K | 0.09% | 147 |
|
2022
Q2 | $2.66M | Sell |
11,847
-468
| -4% | -$105K | 0.08% | 154 |
|
2022
Q1 | $4.42M | Buy |
12,315
+4,287
| +53% | +$1.54M | 0.11% | 127 |
|
2021
Q4 | $2.83M | Sell |
8,028
-1,878
| -19% | -$662K | 0.07% | 155 |
|
2021
Q3 | $2.56M | Buy |
+9,906
| New | +$2.56M | 0.06% | 180 |
|
2015
Q1 | – | Sell |
-702,960
| Closed | -$10.4M | – | 252 |
|
2014
Q4 | $10.4M | Buy |
+702,960
| New | +$10.4M | 0.48% | 96 |
|