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 |
|