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