David J. Yvars Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $365K | Hold |
1,148
| – | – | 0.21% | 55 |
|
2025
Q1 | $298K | Sell |
1,148
-21
| -2% | -$5.44K | 0.23% | 51 |
|
2024
Q4 | $472K | Sell |
1,169
-6
| -0.5% | -$2.42K | 0.29% | 44 |
|
2024
Q3 | $307K | Sell |
1,175
-42
| -3% | -$11K | 0.19% | 59 |
|
2024
Q2 | $241K | Buy |
1,217
+35
| +3% | +$6.93K | 0.15% | 62 |
|
2024
Q1 | $208K | Buy |
1,182
+20
| +2% | +$3.52K | 0.14% | 67 |
|
2023
Q4 | $289K | Sell |
1,162
-40
| -3% | -$9.94K | 0.23% | 54 |
|
2023
Q3 | $301K | Buy |
1,202
+22
| +2% | +$5.51K | 0.25% | 48 |
|
2023
Q2 | $309K | Buy |
1,180
+28
| +2% | +$7.33K | 0.26% | 52 |
|
2023
Q1 | $239K | Buy |
+1,152
| New | +$239K | 0.22% | 63 |
|
2022
Q4 | – | Sell |
-1,152
| Closed | -$306K | – | 69 |
|
2022
Q3 | $306K | Hold |
1,152
| – | – | 0.34% | 43 |
|
2022
Q2 | $262K | Hold |
1,152
| – | – | 0.36% | 45 |
|
2022
Q1 | $414K | Hold |
1,152
| – | – | 0.29% | 49 |
|
2021
Q4 | $406K | Sell |
1,152
-183
| -14% | -$64.5K | 0.25% | 48 |
|
2021
Q3 | $345K | Hold |
1,335
| – | – | 0.2% | 60 |
|
2021
Q2 | $302K | Hold |
1,335
| – | – | 0.17% | 68 |
|
2021
Q1 | $297K | Sell |
1,335
-201
| -13% | -$44.7K | 0.19% | 63 |
|
2020
Q4 | $361K | Buy |
+1,536
| New | +$361K | 0.24% | 53 |
|