Clear Perspective Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.09M | Buy |
5,925
+2,835
| +92% | +$999K | 0.63% | 29 |
|
|
2021
Q3 | $799K | Sell |
3,090
-348
| -10% | -$90K | 0.27% | 67 |
|
|
2021
Q2 | $779K | Buy |
3,438
+1,587
| +86% | +$360K | 0.27% | 65 |
|
|
2021
Q1 | $412K | Buy |
+1,851
| New | +$412K | 0.16% | 100 |
|
|
2018
Q3 | – | Sell |
-585
| Closed | -$13K | – | 407 |
|
|
2018
Q2 | $13K | Hold |
585
| – | – | 0.01% | 351 |
|
|
2018
Q1 | $10K | Buy |
+585
| New | +$10K | 0.01% | 352 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 493 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 517 |
|