Epic Trust Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $421K | Buy |
2,127
+6
| +0.3% | +$1.19K | 0.46% | 52 |
|
|
2024
Q1 | $373K | Sell |
2,121
-70
| -3% | -$12.3K | 0.46% | 57 |
|
|
2023
Q4 | $544K | Buy |
2,191
+355
| +19% | +$88.2K | 0.73% | 34 |
|
|
2023
Q3 | $459K | Buy |
1,836
+24
| +1% | +$6.01K | 0.72% | 41 |
|
|
2023
Q2 | $474K | Sell |
1,812
-539
| -23% | -$141K | 0.67% | 42 |
|
|
2023
Q1 | $488K | Buy |
+2,351
| New | +$488K | 0.59% | 44 |
|
|
2022
Q4 | – | Sell |
-1,638
| Closed | -$434K | – | 108 |
|
|
2022
Q3 | $434K | Buy |
1,638
+150
| +10% | +$39.7K | 0.6% | 47 |
|
|
2022
Q2 | $334K | Buy |
1,488
+18
| +1% | +$4.04K | 0.63% | 42 |
|
|
2022
Q1 | $528K | Sell |
1,470
-27
| -2% | -$9.7K | 0.82% | 29 |
|
|
2021
Q4 | $527K | Buy |
+1,497
| New | +$527K | 0.76% | 30 |
|