Cascade 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
Q3 | – | Sell |
-5,320
| Closed | -$1.05M | – | 119 |
|
|
2024
Q2 | $1.05M | Hold |
5,320
| – | – | 0.71% | 73 |
|
|
2024
Q1 | $935K | Buy |
5,320
+220
| +4% | +$38.7K | 0.61% | 83 |
|
|
2023
Q4 | $1.27M | Buy |
5,100
+5
| +0.1% | +$1.24K | 0.9% | 51 |
|
|
2023
Q3 | $1.27M | Hold |
5,095
| – | – | 1.01% | 40 |
|
|
2023
Q2 | $1.33M | Sell |
5,095
-855
| -14% | -$224K | 1% | 41 |
|
|
2023
Q1 | $1.23M | Buy |
+5,950
| New | +$1.23M | 0.98% | 50 |
|