Dynasty 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
Q2 | – | Sell |
-12,012
| Closed | -$3.11M | – | 254 |
|
2025
Q1 | $3.11M | Buy |
+12,012
| New | +$3.11M | 0.05% | 73 |
|
2024
Q4 | – | Sell |
-12,562
| Closed | -$3.29M | – | 270 |
|
2024
Q3 | $3.29M | Sell |
12,562
-532
| -4% | -$139K | 0.1% | 54 |
|
2024
Q2 | $2.59M | Buy |
13,094
+122
| +0.9% | +$24.1K | 0.08% | 75 |
|
2024
Q1 | $2.28M | Buy |
+12,972
| New | +$2.28M | 0.07% | 69 |
|