D.L. Carlson Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,208
| Closed | -$4.24M | – | 154 |
|
|
2024
Q3 | $4.24M | Buy |
+16,208
| New | +$4.24M | 0.77% | 36 |
|
|
2018
Q3 | – | Sell |
-71,355
| Closed | -$1.63M | – | 143 |
|
|
2018
Q2 | $1.63M | Sell |
71,355
-54,210
| -43% | -$1.24M | 0.5% | 73 |
|
|
2018
Q1 | $2.23M | Sell |
125,565
-78,135
| -38% | -$1.39M | 0.7% | 61 |
|
|
2017
Q4 | $4.23M | Buy |
203,700
+21,375
| +12% | +$444K | 1.25% | 28 |
|
|
2017
Q3 | $4.15M | Sell |
182,325
-70,575
| -28% | -$1.6M | 1.29% | 30 |
|
|
2017
Q2 | $6.1M | Sell |
252,900
-46,485
| -16% | -$1.12M | 1.79% | 9 |
|
|
2017
Q1 | $5.56M | Buy |
299,385
+167,010
| +126% | +$3.1M | 1.89% | 7 |
|
|
2016
Q4 | $1.89M | Buy |
132,375
+15,210
| +13% | +$217K | 0.64% | 68 |
|
|
2016
Q3 | $1.59M | Buy |
117,165
+29,565
| +34% | +$402K | 0.55% | 74 |
|
|
2016
Q2 | $1.24M | Buy |
+87,600
| New | +$1.24M | 0.44% | 81 |
|