Barber Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $953K | Buy |
4,595
+189
| +4% | +$39.2K | 0.17% | 49 |
|
|
2022
Q4 | $543K | Buy |
4,406
+271
| +7% | +$33.4K | 0.15% | 65 |
|
|
2022
Q3 | $1.1M | Buy |
4,135
+40
| +1% | +$10.6K | 0.32% | 42 |
|
|
2022
Q2 | $919K | Buy |
4,095
+3,492
| +579% | +$784K | 0.15% | 46 |
|
|
2022
Q1 | $216K | Sell |
603
-66
| -10% | -$23.6K | 0.03% | 141 |
|
|
2021
Q4 | $235K | Buy |
+669
| New | +$235K | 0.03% | 149 |
|
|
2021
Q1 | – | Sell |
-10,179
| Closed | -$2.39M | – | 163 |
|
|
2020
Q4 | $2.39M | Buy |
10,179
+69
| +0.7% | +$16.2K | 0.44% | 38 |
|
|
2020
Q3 | $1.45M | Buy |
10,110
+3,705
| +58% | +$530K | 0.32% | 45 |
|
|
2020
Q2 | $461K | Hold |
6,405
| – | – | 0.11% | 69 |
|
|
2020
Q1 | $224K | Buy |
+6,405
| New | +$224K | 0.07% | 97 |
|
|
2019
Q2 | – | Sell |
-10,905
| Closed | -$203K | – | 151 |
|
|
2019
Q1 | $203K | Buy |
10,905
+1,500
| +16% | +$27.9K | 0.04% | 125 |
|
|
2018
Q4 | $209K | Buy |
+9,405
| New | +$209K | 0.05% | 122 |
|
|
2018
Q3 | – | Sell |
-9,405
| Closed | -$215K | – | 142 |
|
|
2018
Q2 | $215K | Buy |
+9,405
| New | +$215K | 0.06% | 108 |
|
|
2017
Q4 | – | Sell |
-9,405
| Closed | -$214K | – | 136 |
|
|
2017
Q3 | $214K | Hold |
9,405
| – | – | 0.06% | 96 |
|
|
2017
Q2 | $227K | Buy |
+9,405
| New | +$227K | 0.07% | 71 |
|