Crestone Asset Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,241
Closed -$308K 114
2023
Q4
$308K Buy
1,241
+143
+13% +$35.5K 0.07% 67
2023
Q3
$275K Buy
1,098
+24
+2% +$6.01K 0.07% 79
2023
Q2
$281K Hold
1,074
0.06% 59
2023
Q1
$223K Buy
+1,074
New +$223K 0.05% 68
2022
Q4
Sell
-1,074
Closed -$285K 76
2022
Q3
$285K Sell
1,074
-189
-15% -$50.2K 0.07% 57
2022
Q2
$284K Buy
1,263
+42
+3% +$9.44K 0.07% 67
2022
Q1
$439K Sell
1,221
-237
-16% -$85.2K 0.09% 59
2021
Q4
$514K Sell
1,458
-924
-39% -$326K 0.1% 57
2021
Q3
$616K Sell
2,382
-1,593
-40% -$412K 0.13% 52
2021
Q2
$901K Sell
3,975
-105
-3% -$23.8K 0.19% 43
2021
Q1
$908K Buy
4,080
+66
+2% +$14.7K 0.24% 34
2020
Q4
$944K Buy
4,014
+84
+2% +$19.8K 0.25% 34
2020
Q3
$562K Sell
3,930
-2,295
-37% -$328K 0.18% 40
2020
Q2
$448K Hold
6,225
0.15% 42
2020
Q1
$217K Buy
+6,225
New +$217K 0.09% 57