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Cooper/Haims Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,440
| Closed | -$285K | – | 89 |
|
|
2024
Q2 | $285K | Sell |
1,440
-456
| -24% | -$90.2K | 0.16% | 58 |
|
|
2024
Q1 | $333K | Buy |
1,896
+372
| +24% | +$65.4K | 0.19% | 51 |
|
|
2023
Q4 | $379K | Buy |
1,524
+37
| +2% | +$9.19K | 0.21% | 43 |
|
|
2023
Q3 | $372K | Sell |
1,487
-579
| -28% | -$145K | 0.29% | 42 |
|
|
2023
Q2 | $541K | Sell |
2,066
-46
| -2% | -$12K | 0.41% | 30 |
|
|
2023
Q1 | $438K | Sell |
2,112
-139
| -6% | -$28.8K | 0.35% | 36 |
|
|
2022
Q4 | $277K | Buy |
2,251
+87
| +4% | +$10.7K | 0.2% | 50 |
|
|
2022
Q3 | $574K | Buy |
2,164
+1,445
| +201% | +$383K | 0.48% | 28 |
|
|
2022
Q2 | $484K | Sell |
719
-34
| -5% | -$22.9K | 0.32% | 35 |
|
|
2022
Q1 | $811K | Sell |
753
-13
| -2% | -$14K | 0.53% | 26 |
|
|
2021
Q4 | $809K | Hold |
766
| – | – | 0.5% | 29 |
|
|
2021
Q3 | $594K | Sell |
766
-157
| -17% | -$122K | 0.36% | 34 |
|
|
2021
Q2 | $627K | Buy |
923
+51
| +6% | +$34.6K | 0.41% | 30 |
|
|
2021
Q1 | $582K | Buy |
872
+76
| +10% | +$50.7K | 0.41% | 28 |
|
|
2020
Q4 | $562K | Buy |
796
+19
| +2% | +$13.4K | 0.43% | 26 |
|
|
2020
Q3 | $333K | Buy |
+777
| New | +$333K | 0.27% | 39 |
|