Caerus Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,397
| Closed | -$1.41M | – | 32 |
|
|
2024
Q3 | $1.41M | Sell |
5,397
-270
| -5% | -$70.6K | 1.34% | 14 |
|
|
2024
Q2 | $1.12M | Sell |
5,667
-7,918
| -58% | -$1.57M | 1.1% | 15 |
|
|
2024
Q1 | $2.39M | Sell |
13,585
-810
| -6% | -$142K | 2.3% | 14 |
|
|
2023
Q4 | $3.58M | Buy |
14,395
+49
| +0.3% | +$12.2K | 3.42% | 11 |
|
|
2023
Q3 | $3.59M | Hold |
14,346
| – | – | 3.69% | 10 |
|
|
2023
Q2 | $3.76M | Hold |
14,346
| – | – | 4.25% | 9 |
|
|
2023
Q1 | $2.98M | Sell |
14,346
-147
| -1% | -$30.5K | 3.43% | 11 |
|
|
2022
Q4 | $1.79M | Sell |
14,493
-237
| -2% | -$29.2K | 2.7% | 10 |
|
|
2022
Q3 | $3.91M | Hold |
14,730
| – | – | 4.92% | 8 |
|
|
2022
Q2 | $3.31M | Hold |
14,730
| – | – | 4.01% | 9 |
|
|
2022
Q1 | $3.87M | Buy |
14,730
+2,976
| +25% | +$781K | 4.68% | 9 |
|
|
2021
Q4 | $4.14M | Buy |
+11,754
| New | +$4.14M | 4.48% | 7 |
|