Dowling & Yahnke’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.9M | Buy |
44,790
+1,572
| +4% | +$417K | 0.55% | 40 |
|
|
2022
Q2 | $9.7M | Buy |
43,218
+4,989
| +13% | +$1.12M | 0.46% | 48 |
|
|
2022
Q1 | $13.7M | Buy |
38,229
+3,972
| +12% | +$1.43M | 0.6% | 36 |
|
|
2021
Q4 | $12.1M | Buy |
34,257
+3,402
| +11% | +$1.2M | 0.58% | 41 |
|
|
2021
Q3 | $7.98M | Buy |
30,855
+996
| +3% | +$257K | 0.44% | 70 |
|
|
2021
Q2 | $6.77M | Buy |
29,859
+1,248
| +4% | +$283K | 0.39% | 78 |
|
|
2021
Q1 | $6.37M | Buy |
28,611
+1,956
| +7% | +$435K | 0.44% | 71 |
|
|
2020
Q4 | $6.27M | Buy |
26,655
+600
| +2% | +$141K | 0.45% | 69 |
|
|
2020
Q3 | $3.73M | Buy |
26,055
+870
| +3% | +$124K | 0.3% | 92 |
|
|
2020
Q2 | $1.81M | Buy |
25,185
+18,960
| +305% | +$1.36M | 0.15% | 147 |
|
|
2020
Q1 | $217K | Buy |
+6,225
| New | +$217K | 0.02% | 274 |
|
|
2019
Q1 | – | Sell |
-20,280
| Closed | -$474K | – | 260 |
|
|
2018
Q4 | $474K | Buy |
+20,280
| New | +$474K | 0.05% | 200 |
|
|
2015
Q2 | – | Sell |
-17,550
| Closed | -$221K | – | 267 |
|
|
2015
Q1 | $221K | Sell |
17,550
-2,775
| -14% | -$34.9K | 0.03% | 240 |
|
|
2014
Q4 | $301K | Buy |
20,325
+3,525
| +21% | +$52.2K | 0.04% | 223 |
|
|
2014
Q3 | $272K | Buy |
+16,800
| New | +$272K | 0.04% | 220 |
|
|
2014
Q1 | – | Sell |
-80,550
| Closed | -$808K | – | 278 |
|
|
2013
Q4 | $808K | Buy |
80,550
+1,050
| +1% | +$10.5K | 0.11% | 155 |
|
|
2013
Q3 | $1.03M | Buy |
79,500
+1,500
| +2% | +$19.3K | 0.16% | 138 |
|
|
2013
Q2 | $558K | Buy |
+78,000
| New | +$558K | 0.09% | 165 |
|