Central Valley Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Sell |
3,757
-158
| -4% | -$50.2K | 0.41% | 65 |
|
2025
Q1 | $1.01M | Buy |
3,915
+5
| +0.1% | +$1.3K | 0.38% | 60 |
|
2024
Q4 | $1.58M | Sell |
3,910
-237
| -6% | -$95.7K | 0.72% | 41 |
|
2024
Q3 | $1.08M | Buy |
+4,147
| New | +$1.08M | 0.61% | 45 |
|
2024
Q2 | – | Sell |
-3,514
| Closed | -$618K | – | 183 |
|
2024
Q1 | $618K | Hold |
3,514
| – | – | 0.32% | 68 |
|
2023
Q4 | $873K | Buy |
+3,514
| New | +$873K | 0.51% | 63 |
|