DWMG
DB Wealth Management Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $323K | Sell |
1,301
-404
| -24% | -$100K | 0.18% | 73 |
|
|
2023
Q3 | $427K | Hold |
1,705
| – | – | 0.27% | 60 |
|
|
2023
Q2 | $446K | Sell |
1,705
-86
| -5% | -$22.5K | 0.27% | 61 |
|
|
2023
Q1 | $372K | Hold |
1,791
| – | – | 0.23% | 64 |
|
|
2022
Q4 | $221K | Hold |
1,791
| – | – | 0.14% | 77 |
|
|
2022
Q3 | $475K | Buy |
1,791
+1,194
| +200% | – | 0.34% | 54 |
|
|
2022
Q2 | $402K | Hold |
597
| – | – | 0.27% | 60 |
|
|
2022
Q1 | $643K | Buy |
597
+425
| +247% | +$458K | 0.39% | 54 |
|
|
2021
Q4 | $182K | Sell |
172
-12
| -7% | -$12.7K | 0.11% | 92 |
|
|
2021
Q3 | $143K | Hold |
184
| – | – | 0.09% | 103 |
|
|
2021
Q2 | $125K | Hold |
184
| – | – | 0.08% | 107 |
|
|
2021
Q1 | $123K | Buy |
184
+109
| +145% | +$72.9K | 0.08% | 104 |
|
|
2020
Q4 | $53K | Buy |
+75
| New | +$53K | 0.04% | 151 |
|