Chase Investment Counsel’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,641
| Closed | -$1.91M | – | 137 |
|
|
2023
Q3 | $1.91M | Hold |
7,641
| – | – | 0.95% | 43 |
|
|
2023
Q2 | $2M | Sell |
7,641
-324
| -4% | -$84.8K | 1.01% | 44 |
|
|
2023
Q1 | $1.65M | Sell |
7,965
-3,750
| -32% | -$778K | 0.91% | 46 |
|
|
2022
Q4 | $1.44M | Sell |
11,715
-11,301
| -49% | -$1.39M | 0.88% | 50 |
|
|
2022
Q3 | $6.1M | Buy |
23,016
+11,301
| +96% | +$3M | 3.86% | 5 |
|
|
2022
Q2 | $2.63M | Hold |
11,715
| – | – | 1.42% | 27 |
|
|
2022
Q1 | $4.21M | Buy |
11,715
+2,715
| +30% | +$975K | 1.84% | 15 |
|
|
2021
Q4 | $3.17M | Hold |
9,000
| – | – | 1.27% | 33 |
|
|
2021
Q3 | $2.33M | Hold |
9,000
| – | – | 1% | 41 |
|
|
2021
Q2 | $2.04M | Hold |
9,000
| – | – | 0.84% | 47 |
|
|
2021
Q1 | $2M | Hold |
9,000
| – | – | 0.92% | 48 |
|
|
2020
Q4 | $2.12M | Hold |
9,000
| – | – | 0.93% | 46 |
|
|
2020
Q3 | $1.29M | Hold |
9,000
| – | – | 0.64% | 51 |
|
|
2020
Q2 | $647K | Buy |
+9,000
| New | +$647K | 0.33% | 58 |
|