Compass Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$408K Sell
2022
Q4
$302K Hold
2022
Q3
$650K Hold
2022
Q2
$550K Sell
2022
Q1
$892K Sell
2021
Q4
$876K Buy