Engrave Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $335K | Sell |
1,348
-1,530
| -53% | -$380K | 0.1% | 58 |
|
|
2023
Q3 | $720K | Buy |
2,878
+70
| +2% | +$17.5K | 0.22% | 33 |
|
|
2023
Q2 | $735K | Sell |
2,808
-81
| -3% | -$21.2K | 0.23% | 31 |
|
|
2023
Q1 | $464K | Buy |
+2,889
| New | +$464K | 0.16% | 40 |
|
|
2022
Q4 | – | Sell |
-1,309
| Closed | -$347K | – | 74 |
|
|
2022
Q3 | $347K | Buy |
1,309
+64
| +5% | +$17K | 0.16% | 42 |
|
|
2022
Q2 | $279K | Buy |
1,245
+279
| +29% | +$62.5K | 0.12% | 46 |
|
|
2022
Q1 | $347K | Sell |
966
-159
| -14% | -$57.1K | 0.13% | 40 |
|
|
2021
Q4 | $396K | Hold |
1,125
| – | – | 0.11% | 45 |
|
|
2021
Q3 | $291K | Sell |
1,125
-18
| -2% | -$4.66K | 0.09% | 59 |
|
|
2021
Q2 | $259K | Buy |
1,143
+18
| +2% | +$4.08K | 0.08% | 67 |
|
|
2021
Q1 | $250K | Sell |
1,125
-261
| -19% | -$58K | 0.1% | 61 |
|
|
2020
Q4 | $395K | Buy |
+1,386
| New | +$395K | 0.32% | 37 |
|
|
2020
Q3 | – | Sell |
-1,200
| Closed | -$86K | – | 394 |
|
|
2020
Q2 | $86K | Sell |
1,200
-15
| -1% | -$1.08K | 0.08% | 83 |
|
|
2020
Q1 | $42K | Sell |
1,215
-5,325
| -81% | -$184K | 0.05% | 108 |
|
|
2019
Q4 | $182K | Buy |
+6,540
| New | +$182K | 0.18% | 48 |
|