Beam Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,185
| Closed | -$208K | – | 148 |
|
|
2024
Q1 | $208K | Sell |
1,185
-548
| -32% | -$96.3K | 0.13% | 105 |
|
|
2023
Q4 | $430K | Buy |
1,733
+30
| +2% | +$7.45K | 0.27% | 58 |
|
|
2023
Q3 | $426K | Buy |
1,703
+32
| +2% | +$8.01K | 0.3% | 57 |
|
|
2023
Q2 | $437K | Buy |
1,671
+26
| +2% | +$6.8K | 0.3% | 59 |
|
|
2023
Q1 | $341K | Buy |
1,645
+1
| +0.1% | +$207 | 0.34% | 62 |
|
|
2022
Q4 | $203K | Hold |
1,644
| – | – | 0.21% | 98 |
|
|
2022
Q3 | $436K | Sell |
1,644
-3
| -0.2% | -$796 | 0.49% | 60 |
|
|
2022
Q2 | $370K | Buy |
1,647
+63
| +4% | +$14.2K | 0.41% | 64 |
|
|
2022
Q1 | $569K | Hold |
1,584
| – | – | 0.65% | 48 |
|
|
2021
Q4 | $558K | Sell |
1,584
-285
| -15% | -$100K | 0.64% | 49 |
|
|
2021
Q3 | $483K | Hold |
1,869
| – | – | 0.41% | 79 |
|
|
2021
Q2 | $423K | Buy |
1,869
+3
| +0.2% | +$679 | 0.36% | 82 |
|
|
2021
Q1 | $415K | Buy |
1,866
+783
| +72% | +$174K | 0.37% | 84 |
|
|
2020
Q4 | $255K | Sell |
1,083
-2,817
| -72% | -$663K | 0.24% | 99 |
|
|
2020
Q3 | $558K | Buy |
3,900
+150
| +4% | +$21.5K | 0.52% | 57 |
|
|
2020
Q2 | $343K | Buy |
+3,750
| New | +$343K | 0.35% | 89 |
|