Cardinal Point Wealth Management Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.22M | Hold |
15,525
| – | – | 0.98% | 13 |
|
|
2022
Q4 | $1.91M | Hold |
15,525
| – | – | 0.66% | 15 |
|
|
2022
Q3 | $3.46M | Hold |
15,525
| – | – | 1.65% | 10 |
|
|
2022
Q2 | $3.49M | Sell |
15,525
-9
| -0.1% | -$2.02K | 1.67% | 11 |
|
|
2022
Q1 | $5.58M | Buy |
15,534
+9
| +0.1% | +$3.23K | 2.49% | 9 |
|
|
2021
Q4 | $5.47M | Buy |
+15,525
| New | +$5.47M | 2.37% | 12 |
|