Burt Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-300
| Closed | -$3K | – | 405 |
|
|
2017
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 363 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$4K | – | 391 |
|
|
2016
Q4 | $4K | Sell |
300
-1,050
| -78% | -$14K | ﹤0.01% | 333 |
|
|
2016
Q3 | $18K | Hold |
1,350
| – | – | 0.02% | 228 |
|
|
2016
Q2 | $19K | Hold |
1,350
| – | – | 0.02% | 222 |
|
|
2016
Q1 | $21K | Hold |
1,350
| – | – | 0.02% | 243 |
|
|
2015
Q4 | $21K | Hold |
1,350
| – | – | 0.02% | 202 |
|
|
2015
Q3 | $22K | Buy |
1,350
+600
| +80% | +$9.78K | 0.03% | 177 |
|
|
2015
Q2 | $13K | Hold |
750
| – | – | 0.01% | 244 |
|
|
2015
Q1 | $9K | Buy |
+750
| New | +$9K | 0.01% | 252 |
|