Essex Private Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$516K Buy
2024
Q2
$391K Buy
2024
Q1
$326K Buy
2023
Q4
$423K Hold
2023
Q3
$426K Buy
2023
Q2
$444K Sell
2023
Q1
$352K Buy
2022
Q4
$208K Hold
2022
Q3
$448K Hold
2022
Q2
$379K Buy
2022
Q1
$582K Sell
2021
Q4
$707K Buy
2021
Q3
$455K Sell
2021
Q2
$406K Sell
2021
Q1
$402K Sell
2020
Q4
$427K Sell
2020
Q3
$337K Buy