Beach Investment Counsel’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-45
Closed -$12K 207
2024
Q3
$12K Hold
45
﹤0.01% 200
2024
Q2
$9K Buy
+45
New +$9K ﹤0.01% 217
2022
Q3
Sell
-1,143
Closed -$257K 155
2022
Q2
$257K Sell
1,143
-831
-42% -$187K 0.03% 140
2022
Q1
$709K Sell
1,974
-90
-4% -$32.3K 0.07% 112
2021
Q4
$727K Sell
2,064
-321
-13% -$113K 0.1% 93
2021
Q3
$617K Sell
2,385
-210
-8% -$54.3K 0.06% 120
2021
Q2
$588K Hold
2,595
0.05% 125
2021
Q1
$578K Hold
2,595
0.05% 115
2020
Q4
$610K Hold
2,595
0.06% 105
2020
Q3
$371K Buy
+2,595
New +$371K 0.04% 113