Baystate Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $412K | Sell |
1,656
-70
| -4% | -$17.4K | 0.03% | 157 |
|
|
2023
Q3 | $432K | Sell |
1,726
-72
| -4% | -$18K | 0.04% | 141 |
|
|
2023
Q2 | $471K | Buy |
1,798
+671
| +60% | +$176K | 0.04% | 134 |
|
|
2023
Q1 | $234K | Hold |
1,127
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $139K | Sell |
1,127
-919
| -45% | -$113K | 0.01% | 217 |
|
|
2022
Q3 | $543K | Buy |
2,046
+75
| +4% | +$19.9K | 0.06% | 118 |
|
|
2022
Q2 | $442K | Buy |
1,971
+84
| +4% | +$18.8K | 0.04% | 130 |
|
|
2022
Q1 | $678K | Buy |
1,887
+12
| +0.6% | +$4.31K | 0.06% | 102 |
|
|
2021
Q4 | $660K | Buy |
1,875
+618
| +49% | +$218K | 0.06% | 98 |
|
|
2021
Q3 | $325K | Sell |
1,257
-63
| -5% | -$16.3K | 0.03% | 121 |
|
|
2021
Q2 | $299K | Hold |
1,320
| – | – | 0.03% | 122 |
|
|
2021
Q1 | $294K | Buy |
1,320
+45
| +4% | +$10K | 0.03% | 116 |
|
|
2020
Q4 | $300K | Buy |
1,275
+900
| +240% | +$212K | 0.03% | 104 |
|
|
2020
Q3 | $54K | Buy |
375
+150
| +67% | +$21.6K | 0.01% | 214 |
|
|
2020
Q2 | $16K | Buy |
+225
| New | +$16K | ﹤0.01% | 333 |
|
|
2018
Q1 | – | Sell |
-1,650
| Closed | -$39K | – | 728 |
|
|
2017
Q4 | $39K | Buy |
+1,650
| New | +$39K | 0.01% | 224 |
|