Clearview Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-396
| Closed | -$104K | – | 595 |
|
|
2023
Q2 | $104K | Buy |
396
+97
| +32% | +$25.4K | 0.11% | 137 |
|
|
2023
Q1 | $62K | Buy |
299
+97
| +48% | +$20.1K | 0.06% | 184 |
|
|
2022
Q4 | $24.9K | Sell |
202
-80
| -28% | -$9.85K | 0.02% | 222 |
|
|
2022
Q3 | $75K | Buy |
282
+90
| +47% | +$23.9K | 0.06% | 137 |
|
|
2022
Q2 | $43K | Buy |
192
+63
| +49% | +$14.1K | 0.03% | 200 |
|
|
2022
Q1 | $46K | Sell |
129
-63
| -33% | -$22.5K | 0.03% | 209 |
|
|
2021
Q4 | $68K | Buy |
192
+63
| +49% | +$22.3K | 0.04% | 206 |
|
|
2021
Q3 | $33K | Sell |
129
-60
| -32% | -$15.3K | 0.02% | 280 |
|
|
2021
Q2 | $43K | Sell |
189
-3
| -2% | -$683 | 0.03% | 252 |
|
|
2021
Q1 | $43K | Buy |
192
+87
| +83% | +$19.5K | 0.03% | 241 |
|
|
2020
Q4 | $25K | Buy |
+105
| New | +$25K | 0.02% | 280 |
|