Brewin Dolphin Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $578K | Hold |
2,577
| – | – | 0.06% | 91 |
|
|
2022
Q1 | $926K | Hold |
2,577
| – | – | 0.1% | 74 |
|
|
2021
Q4 | $908K | Hold |
2,577
| – | – | 0.1% | 78 |
|
|
2021
Q3 | $666K | Hold |
2,577
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $584K | Hold |
2,577
| – | – | 0.07% | 87 |
|
|
2021
Q1 | $574K | Sell |
2,577
-447
| -15% | -$99.5K | 0.09% | 83 |
|
|
2020
Q4 | $711K | Buy |
3,024
+60
| +2% | +$14.1K | 0.12% | 71 |
|
|
2020
Q3 | $424K | Buy |
2,964
+429
| +17% | +$61.3K | 0.08% | 85 |
|
|
2020
Q2 | $182K | Buy |
2,535
+840
| +50% | +$60.5K | 0.04% | 102 |
|
|
2020
Q1 | $59.2K | Buy |
1,695
+645
| +61% | +$22.5K | 0.03% | 104 |
|
|
2019
Q4 | $29.3K | Hold |
1,050
| – | – | 0.01% | 144 |
|
|
2019
Q3 | $16.9K | Hold |
1,050
| – | – | 0.01% | 155 |
|
|
2019
Q2 | $15.6K | Hold |
1,050
| – | – | 0.01% | 163 |
|
|
2019
Q1 | $19.6K | Hold |
1,050
| – | – | 0.01% | 154 |
|
|
2018
Q4 | $23.3K | Hold |
1,050
| – | – | 0.01% | 136 |
|
|
2018
Q3 | $18.5K | Hold |
1,050
| – | – | 0.01% | 153 |
|
|
2018
Q2 | $24K | Hold |
1,050
| – | – | 0.01% | 142 |
|
|
2018
Q1 | $18.6K | Hold |
1,050
| – | – | 0.01% | 146 |
|
|
2017
Q4 | $21.8K | Hold |
1,050
| – | – | 0.01% | 133 |
|
|
2017
Q3 | $23.9K | Buy |
+1,050
| New | +$23.9K | 0.02% | 118 |
|