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 |
|