BRWM
B. Riley Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $38K | Buy |
6,465
+2,089
| +48% | +$12.3K | 0.04% | 82 |
|
|
2022
Q1 | $4.72M | Sell |
4,376
-52
| -1% | -$56K | 0.36% | 69 |
|
|
2021
Q4 | $4.68M | Sell |
4,428
-124
| -3% | -$131K | 0.32% | 75 |
|
|
2021
Q3 | $3.53M | Sell |
4,552
-221
| -5% | -$171K | 0.27% | 86 |
|
|
2021
Q2 | $3.24M | Buy |
4,773
+64
| +1% | +$43.5K | 0.36% | 73 |
|
|
2021
Q1 | $3.15M | Buy |
4,709
+443
| +10% | +$296K | 0.37% | 72 |
|
|
2020
Q4 | $3.01M | Sell |
4,266
-4,425
| -51% | -$3.12M | 0.39% | 66 |
|
|
2020
Q3 | $3.73M | Buy |
8,691
+7,676
| +756% | +$3.29M | 0.44% | 61 |
|
|
2020
Q2 | $1.1M | Buy |
+1,015
| New | +$1.1M | 0.12% | 155 |
|
|
2020
Q1 | – | Sell |
-1,708
| Closed | -$715K | – | 568 |
|
|
2019
Q4 | $715K | Buy |
1,708
+477
| +39% | +$200K | 0.11% | 176 |
|
|
2019
Q3 | $297K | Sell |
1,231
-48
| -4% | -$11.6K | 0.05% | 273 |
|
|
2019
Q2 | $286 | Sell |
1,279
-233
| -15% | -$52 | 0.04% | 291 |
|
|
2019
Q1 | $423K | Sell |
1,512
-91
| -6% | -$25.5K | 0.07% | 230 |
|
|
2018
Q4 | $533K | Sell |
1,603
-242
| -13% | -$80.5K | 0.11% | 178 |
|
|
2018
Q3 | $489K | Buy |
+1,845
| New | +$489K | 0.12% | 149 |
|
|
2016
Q1 | – | Sell |
-2,040
| Closed | -$489K | – | 160 |
|
|
2015
Q4 | $489K | Buy |
+2,040
| New | +$489K | 0.62% | 46 |
|
|
2015
Q3 | – | Sell |
-70
| Closed | -$18K | – | 699 |
|
|
2015
Q2 | $18K | Sell |
70
-130
| -65% | -$33.4K | 0.01% | 628 |
|
|
2015
Q1 | $37K | Buy |
200
+90
| +82% | +$16.7K | 0.03% | 474 |
|
|
2014
Q4 | $24K | Sell |
110
-2,279
| -95% | -$497K | 0.02% | 548 |
|
|
2014
Q3 | $128K | Buy |
2,389
+1,868
| +359% | +$100K | 0.1% | 253 |
|
|
2014
Q2 | $125K | Sell |
521
-499
| -49% | -$120K | 0.08% | 303 |
|
|
2014
Q1 | $213K | Buy |
+1,020
| New | +$213K | 0.16% | 174 |
|