Barnes Pettey Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,249
| Closed | -$559K | – | 102 |
|
|
2023
Q4 | $559K | Buy |
2,249
+315
| +16% | +$78.3K | 0.45% | 49 |
|
|
2023
Q3 | $484K | Buy |
1,934
+130
| +7% | +$32.5K | 0.44% | 52 |
|
|
2023
Q2 | $472K | Buy |
1,804
+34
| +2% | +$8.9K | 0.41% | 55 |
|
|
2023
Q1 | $367K | Sell |
1,770
-8
| -0.4% | -$1.66K | 0.35% | 63 |
|
|
2022
Q4 | $219K | Buy |
1,778
+463
| +35% | +$57K | 0.23% | 94 |
|
|
2022
Q3 | $349K | Sell |
1,315
-86
| -6% | -$22.8K | 0.48% | 55 |
|
|
2022
Q2 | $314K | Buy |
1,401
+24
| +2% | +$5.38K | 0.41% | 62 |
|
|
2022
Q1 | $495K | Hold |
1,377
| – | – | 0.6% | 46 |
|
|
2021
Q4 | $485K | Buy |
+1,377
| New | +$485K | 0.56% | 44 |
|