Barry Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,161
| Closed | -$417K | – | 131 |
|
2022
Q1 | $417K | Buy |
1,161
+48
| +4% | +$17.2K | 0.11% | 93 |
|
2021
Q4 | $392K | Hold |
1,113
| – | – | 0.1% | 89 |
|
2021
Q3 | $288K | Hold |
1,113
| – | – | 0.08% | 93 |
|
2021
Q2 | $252K | Hold |
1,113
| – | – | 0.07% | 101 |
|
2021
Q1 | $248K | Sell |
1,113
-1,095
| -50% | -$244K | 0.07% | 97 |
|
2020
Q4 | $519K | Buy |
2,208
+3
| +0.1% | +$705 | 0.15% | 61 |
|
2020
Q3 | $315K | Buy |
+2,205
| New | +$315K | 0.11% | 66 |
|