Curi Wealth 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 |
-952
| Closed | -$237K | – | 141 |
|
|
2023
Q4 | $237K | Sell |
952
-9
| -0.9% | -$2.24K | 0.03% | 139 |
|
|
2023
Q3 | $240K | Buy |
961
+79
| +9% | +$19.8K | 0.04% | 134 |
|
|
2023
Q2 | $231K | Buy |
+882
| New | +$231K | 0.03% | 156 |
|
|
2022
Q4 | – | Sell |
-1,224
| Closed | -$325K | – | 205 |
|
|
2022
Q3 | $325K | Buy |
1,224
+636
| +108% | +$169K | 0.05% | 128 |
|
|
2022
Q2 | $132K | Buy |
588
+375
| +176% | +$84.2K | 0.03% | 151 |
|
|
2022
Q1 | $76K | Sell |
213
-66
| -24% | -$23.5K | 0.01% | 182 |
|
|
2021
Q4 | $98K | Buy |
+279
| New | +$98K | 0.02% | 144 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$3K | – | 451 |
|
|
2020
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 324 |
|