Benchmark Investment Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,281
Closed -$253K 91
2024
Q2
$253K Sell
1,281
-2,737
-68% -$541K 0.18% 79
2024
Q1
$706K Sell
4,018
-1,502
-27% -$264K 0.56% 46
2023
Q4
$1.37M Sell
5,520
-178
-3% -$44.2K 1.27% 28
2023
Q3
$1.43M Sell
5,698
-2,096
-27% -$524K 1.44% 23
2023
Q2
$2.04M Sell
7,794
-313
-4% -$81.9K 1.88% 15
2023
Q1
$1.68M Sell
8,107
-2,398
-23% -$497K 1.73% 21
2022
Q4
$1.29M Sell
10,505
-553
-5% -$68.1K 1.37% 24
2022
Q3
$2.93M Buy
11,058
+5,115
+86% +$1.36M 3.16% 4
2022
Q2
$1.33M Buy
+5,943
New +$1.33M 1.39% 22