Doyle Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.15M | Buy |
4,352
+47
| +1% | +$12.5K | 0.1% | 95 |
|
2022
Q2 | $966K | Sell |
4,305
-1,458
| -25% | -$327K | 0.08% | 106 |
|
2022
Q1 | $2.07M | Sell |
5,763
-318
| -5% | -$114K | 0.15% | 82 |
|
2021
Q4 | $2.14M | Buy |
6,081
+2,907
| +92% | +$1.02M | 0.15% | 82 |
|
2021
Q3 | $820K | Buy |
3,174
+186
| +6% | +$48.1K | 0.07% | 121 |
|
2021
Q2 | $677K | Sell |
2,988
-75
| -2% | -$17K | 0.06% | 123 |
|
2021
Q1 | $682K | Buy |
3,063
+120
| +4% | +$26.7K | 0.07% | 122 |
|
2020
Q4 | $692K | Buy |
2,943
+1,488
| +102% | +$350K | 0.07% | 115 |
|
2020
Q3 | $208K | Buy |
+1,455
| New | +$208K | 0.02% | 177 |
|
2019
Q1 | – | Sell |
-300
| Closed | -$7K | – | 702 |
|
2018
Q4 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 686 |
|