Bruderman Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-990
| Closed | -$256K | – | 127 |
|
|
2021
Q3 | $256K | Hold |
990
| – | – | 0.06% | 110 |
|
|
2021
Q2 | $224K | Hold |
990
| – | – | 0.07% | 80 |
|
|
2021
Q1 | $220K | Hold |
990
| – | – | 0.06% | 111 |
|
|
2020
Q4 | $233K | Buy |
+990
| New | +$233K | 0.07% | 101 |
|
|
2019
Q2 | – | Sell |
-3,675
| Closed | -$69K | – | 529 |
|
|
2019
Q1 | $69K | Hold |
3,675
| – | – | 0.02% | 232 |
|
|
2018
Q4 | $82K | Buy |
3,675
+1,425
| +63% | +$31.8K | 0.02% | 200 |
|
|
2018
Q3 | $40K | Hold |
2,250
| – | – | 0.01% | 211 |
|
|
2018
Q2 | $51K | Hold |
2,250
| – | – | 0.01% | 197 |
|
|
2018
Q1 | $40K | Buy |
+2,250
| New | +$40K | 0.01% | 225 |
|
|
2017
Q3 | – | Sell |
-750
| Closed | -$18K | – | 302 |
|
|
2017
Q2 | $18K | Buy |
+750
| New | +$18K | ﹤0.01% | 276 |
|
|
2017
Q1 | – | Sell |
-750
| Closed | -$11K | – | 300 |
|
|
2016
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 305 |
|
|
2016
Q3 | $10K | Sell |
750
-375
| -33% | -$5K | ﹤0.01% | 329 |
|
|
2016
Q2 | $16K | Hold |
1,125
| – | – | 0.01% | 283 |
|
|
2016
Q1 | $17K | Hold |
1,125
| – | – | 0.01% | 287 |
|
|
2015
Q4 | $18K | Buy |
1,125
+375
| +50% | +$6K | 0.01% | 292 |
|
|
2015
Q3 | $12K | Hold |
750
| – | – | ﹤0.01% | 325 |
|
|
2015
Q2 | $13K | Buy |
+750
| New | +$13K | 0.01% | 332 |
|