Dorchester 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
Q4 | $421K | Buy |
+1,098
| New | +$421K | 0.08% | 102 |
|
|
2024
Q3 | – | Sell |
-1,098
| Closed | -$206K | – | 172 |
|
|
2024
Q2 | $206K | Buy |
+1,098
| New | +$206K | 0.04% | 149 |
|
|
2024
Q1 | – | Sell |
-1,128
| Closed | -$267K | – | 169 |
|
|
2023
Q4 | $267K | Sell |
1,128
-625
| -36% | -$148K | 0.05% | 135 |
|
|
2023
Q3 | $425K | Buy |
+1,753
| New | +$425K | 0.09% | 105 |
|
|
2022
Q2 | – | Sell |
-894
| Closed | -$401K | – | 169 |
|
|
2022
Q1 | $401K | Sell |
894
-240
| -21% | -$108K | 0.06% | 118 |
|
|
2021
Q4 | $399K | Buy |
+1,134
| New | +$399K | 0.08% | 104 |
|