Catamount Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.13M | Buy |
114,300
+4,200
| +4% | +$78.4K | 1.21% | 19 |
|
|
2018
Q4 | $2.25M | Sell |
110,100
-15,225
| -12% | -$312K | 1.54% | 17 |
|
|
2018
Q3 | $2.21M | Buy |
125,325
+3,000
| +2% | +$53K | 1.06% | 21 |
|
|
2018
Q2 | $2.9M | Sell |
122,325
-375
| -0.3% | -$8.89K | 1.4% | 19 |
|
|
2018
Q1 | $2.18M | Buy |
122,700
+1,125
| +0.9% | +$20K | 1.16% | 23 |
|
|
2017
Q4 | $2.52M | Sell |
121,575
-9,675
| -7% | -$201K | 1.41% | 21 |
|
|
2017
Q3 | $2.99M | Sell |
131,250
-750
| -0.6% | -$17.1K | 1.74% | 20 |
|
|
2017
Q2 | $3.18M | Buy |
132,000
+92,475
| +234% | +$2.23M | 1.94% | 18 |
|
|
2017
Q1 | $733K | Sell |
39,525
-25,875
| -40% | -$480K | 0.5% | 24 |
|
|
2016
Q4 | $932K | Buy |
65,400
+7,050
| +12% | +$100K | 0.76% | 24 |
|
|
2016
Q3 | $788K | Buy |
58,350
+14,850
| +34% | +$201K | 0.68% | 21 |
|
|
2016
Q2 | $616K | Buy |
43,500
+42,165
| +3,158% | +$597K | 0.71% | 16 |
|
|
2016
Q1 | $20K | Buy |
1,335
+1,200
| +889% | +$18K | 0.02% | 78 |
|
|
2015
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 119 |
|
|
2015
Q3 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 126 |
|