Balasa Dinverno & Foltz’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.27M | Buy |
19,872
+6,237
| +46% | +$1.65M | 0.33% | 33 |
|
|
2022
Q2 | $3.06M | Sell |
13,635
-1,626
| -11% | -$365K | 0.19% | 47 |
|
|
2022
Q1 | $5.48M | Sell |
15,261
-2,163
| -12% | -$777K | 0.37% | 32 |
|
|
2021
Q4 | $6.14M | Buy |
17,424
+7,356
| +73% | +$2.59M | 0.4% | 29 |
|
|
2021
Q3 | $2.6M | Buy |
10,068
+534
| +6% | +$138K | 0.18% | 54 |
|
|
2021
Q2 | $2.16M | Sell |
9,534
-1,191
| -11% | -$270K | 0.16% | 61 |
|
|
2021
Q1 | $2.39M | Buy |
10,725
+2,538
| +31% | +$565K | 0.19% | 48 |
|
|
2020
Q4 | $1.93M | Buy |
8,187
+1,005
| +14% | +$236K | 0.16% | 57 |
|
|
2020
Q3 | $1.03M | Sell |
7,182
-48
| -0.7% | -$6.86K | 0.1% | 92 |
|
|
2020
Q2 | $520K | Buy |
+7,230
| New | +$520K | 0.06% | 124 |
|