Cedar Brook Financial Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,035
| Closed | -$1.41M | – | 369 |
|
|
2024
Q1 | $1.41M | Sell |
8,035
-94
| -1% | -$16.5K | 0.28% | 86 |
|
|
2023
Q4 | $1.85M | Sell |
8,129
-37
| -0.5% | -$8.41K | 0.41% | 57 |
|
|
2023
Q3 | $2.04M | Sell |
8,166
-158
| -2% | -$39.5K | 0.53% | 46 |
|
|
2023
Q2 | $2.18M | Sell |
8,324
-175
| -2% | -$45.8K | 0.52% | 43 |
|
|
2023
Q1 | $1.76M | Buy |
8,499
+20
| +0.2% | +$4.15K | 0.45% | 51 |
|
|
2022
Q4 | $1.04M | Sell |
8,479
-201
| -2% | -$24.8K | 0.29% | 94 |
|
|
2022
Q3 | $2.3M | Buy |
8,680
+247
| +3% | +$65.5K | 0.74% | 30 |
|
|
2022
Q2 | $1.89M | Sell |
8,433
-156
| -2% | -$35K | 0.59% | 37 |
|
|
2022
Q1 | $3.09M | Buy |
8,589
+831
| +11% | +$298K | 0.8% | 27 |
|
|
2021
Q4 | $2.73M | Sell |
7,758
-507
| -6% | -$179K | 0.7% | 31 |
|
|
2021
Q3 | $2.14M | Sell |
8,265
-387
| -4% | -$100K | 0.64% | 36 |
|
|
2021
Q2 | $1.96M | Sell |
8,652
-1,455
| -14% | -$330K | 0.57% | 38 |
|
|
2021
Q1 | $2.25M | Sell |
10,107
-879
| -8% | -$196K | 0.78% | 26 |
|
|
2020
Q4 | $2.58M | Sell |
10,986
-489
| -4% | -$115K | 0.91% | 21 |
|
|
2020
Q3 | $1.64M | Sell |
11,475
-17,235
| -60% | -$2.46M | 0.64% | 33 |
|
|
2020
Q2 | $2.07M | Buy |
28,710
+765
| +3% | +$55.1K | 0.92% | 20 |
|
|
2020
Q1 | $976K | Sell |
27,945
-3,030
| -10% | -$106K | 0.54% | 52 |
|
|
2019
Q4 | $864K | Buy |
30,975
+2,205
| +8% | +$61.5K | 0.37% | 76 |
|
|
2019
Q3 | $462K | Buy |
28,770
+60
| +0.2% | +$964 | 0.2% | 151 |
|
|
2019
Q2 | $428K | Sell |
28,710
-2,565
| -8% | -$38.2K | 0.2% | 162 |
|
|
2019
Q1 | $584K | Sell |
31,275
-3,300
| -10% | -$61.6K | 0.28% | 112 |
|
|
2018
Q4 | $767K | Buy |
+34,575
| New | +$767K | 0.47% | 67 |
|