Compass Financial Advisors’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 |
-1,965
| Closed | -$408K | – | 101 |
|
|
2023
Q1 | $408K | Sell |
1,965
-486
| -20% | -$101K | 0.52% | 65 |
|
|
2022
Q4 | $302K | Hold |
2,451
| – | – | 0.41% | 85 |
|
|
2022
Q3 | $650K | Hold |
2,451
| – | – | 0.97% | 35 |
|
|
2022
Q2 | $550K | Sell |
2,451
-33
| -1% | -$7.41K | 0.75% | 45 |
|
|
2022
Q1 | $892K | Sell |
2,484
-3
| -0.1% | -$1.08K | 0.99% | 31 |
|
|
2021
Q4 | $876K | Buy |
+2,487
| New | +$876K | 0.96% | 30 |
|