Client 1st Advisory Group’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	-1,988	Closed	-$349K	–	118
2024 Q1	$349K	Sell	1,988 -32	-2%	-$5.63K	0.16%	74
2023 Q4	$502K	Sell	2,020 -1,040	-34%	-$258K	0.24%	52
2023 Q3	$766K	Buy	+3,060	New	+$766K	0.4%	35