BerganKDV Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Sell |
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2023
Q1 | $190K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $2.57M | Buy |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $489K | Hold |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $187K | Buy |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $99K | Buy |
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|
2019
Q1 | $101K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $96K | Hold |
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|
2018
Q2 | $124K | Buy |
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