Defined Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-559
Closed -$226K 109
2024
Q4
$226K Buy
+559
New +$226K 0.15% 104
2021
Q1
Sell
-252
Closed -$59K 189
2020
Q4
$59K Buy
+252
New +$59K 0.06% 128