Concert Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,790
| Closed | -$212K | – | 129 |
|
|
2017
Q2 | $212K | Sell |
8,790
-37,575
| -81% | -$906K | 0.21% | 137 |
|
|
2017
Q1 | $655K | Buy |
46,365
+1,065
| +2% | +$15K | 0.15% | 198 |
|
|
2016
Q4 | $639K | Sell |
45,300
-240
| -0.5% | -$3.39K | 0.14% | 205 |
|
|
2016
Q3 | $615K | Sell |
45,540
-3,990
| -8% | -$53.9K | 0.07% | 332 |
|
|
2016
Q2 | $696K | Sell |
49,530
-2,580
| -5% | -$36.3K | 0.09% | 269 |
|
|
2016
Q1 | $793K | Buy |
52,110
+5,415
| +12% | +$82.4K | 0.11% | 247 |
|
|
2015
Q4 | $744K | Buy |
46,695
+870
| +2% | +$13.9K | 0.1% | 257 |
|
|
2015
Q3 | $756K | Buy |
45,825
+2,400
| +6% | +$39.6K | 0.1% | 256 |
|
|
2015
Q2 | $777K | Buy |
+43,425
| New | +$777K | 0.1% | 264 |
|
|
2015
Q1 | – | Sell |
-37,125
| Closed | -$548K | – | 612 |
|
|
2014
Q4 | $548K | Buy |
37,125
+9,795
| +36% | +$145K | 0.08% | 297 |
|
|
2014
Q3 | $442K | Buy |
27,330
+3,810
| +16% | +$61.6K | 0.06% | 294 |
|
|
2014
Q2 | $370K | Sell |
23,520
-1,410
| -6% | -$22.2K | 0.05% | 362 |
|
|
2014
Q1 | $353K | Buy |
24,930
+4,620
| +23% | +$65.4K | 0.04% | 365 |
|
|
2013
Q4 | $202K | Buy |
+20,310
| New | +$202K | 0.03% | 493 |
|