Colony Family Offices’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-21,270
| Closed | -$4.41M | – | 83 |
|
2023
Q1 | $4.41M | Buy |
21,270
+2,940
| +16% | +$610K | 1.69% | 13 |
|
2022
Q4 | $2.26M | Hold |
18,330
| – | – | 0.94% | 19 |
|
2022
Q3 | $4.86M | Buy |
18,330
+3,195
| +21% | +$847K | 2.1% | 12 |
|
2022
Q2 | $3.4M | Buy |
+15,135
| New | +$3.4M | 1.54% | 13 |
|
2021
Q2 | – | Sell |
-7,455
| Closed | -$1.66M | – | 51 |
|
2021
Q1 | $1.66M | Buy |
+7,455
| New | +$1.66M | 1.31% | 11 |
|