Burnham Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-52,500
| Closed | -$849K | – | 238 |
|
|
2014
Q3 | $849K | Buy |
52,500
+12,000
| +30% | +$194K | 0.19% | 127 |
|
|
2014
Q2 | $648K | Sell |
40,500
-133,500
| -77% | -$2.14M | 0.14% | 161 |
|
|
2014
Q1 | $2.42M | Buy |
174,000
+24,000
| +16% | +$334K | 0.57% | 50 |
|
|
2013
Q4 | $1.5M | Hold |
150,000
| – | – | 0.35% | 78 |
|
|
2013
Q3 | $1.93M | Buy |
+150,000
| New | +$1.93M | 0.48% | 64 |
|