Berman Capital Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.12M | Buy |
12,084
+201
| +2% | +$51.9K | 0.49% | 25 |
|
|
2021
Q2 | $2.69M | Buy |
11,883
+1,842
| +18% | +$417K | 0.43% | 27 |
|
|
2021
Q1 | $2.24M | Buy |
10,041
+2,967
| +42% | +$660K | 0.47% | 26 |
|
|
2020
Q4 | $1.66M | Buy |
7,074
+651
| +10% | +$153K | 0.4% | 33 |
|
|
2020
Q3 | $918K | Buy |
6,423
+273
| +4% | +$39K | 0.26% | 50 |
|
|
2020
Q2 | $442K | Buy |
6,150
+345
| +6% | +$24.8K | 0.12% | 75 |
|
|
2020
Q1 | $202K | Buy |
5,805
+240
| +4% | +$8.35K | 0.07% | 116 |
|
|
2019
Q4 | $154K | Buy |
5,565
+315
| +6% | +$8.72K | 0.04% | 167 |
|
|
2019
Q3 | $83K | Buy |
5,250
+600
| +13% | +$9.49K | 0.03% | 234 |
|
|
2019
Q2 | $68K | Sell |
4,650
-150
| -3% | -$2.19K | 0.02% | 258 |
|
|
2019
Q1 | $88K | Buy |
4,800
+600
| +14% | +$11K | 0.03% | 209 |
|
|
2018
Q4 | $92K | Buy |
+4,200
| New | +$92K | 0.04% | 187 |
|