Essex Private Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $516K | Buy |
1,974
+1
| +0.1% | +$262 | 1.22% | 19 |
|
|
2024
Q2 | $391K | Buy |
1,973
+118
| +6% | +$23.4K | 0.99% | 21 |
|
|
2024
Q1 | $326K | Buy |
1,855
+154
| +9% | +$27.1K | 0.92% | 22 |
|
|
2023
Q4 | $423K | Hold |
1,701
| – | – | 1.32% | 19 |
|
|
2023
Q3 | $426K | Buy |
1,701
+4
| +0.2% | +$1K | 1.45% | 19 |
|
|
2023
Q2 | $444K | Sell |
1,697
-1
| -0.1% | -$262 | 1.53% | 19 |
|
|
2023
Q1 | $352K | Buy |
1,698
+9
| +0.5% | +$1.87K | 1.28% | 20 |
|
|
2022
Q4 | $208K | Hold |
1,689
| – | – | 0.78% | 26 |
|
|
2022
Q3 | $448K | Hold |
1,689
| – | – | 1.79% | 14 |
|
|
2022
Q2 | $379K | Buy |
1,689
+69
| +4% | +$15.5K | 1.42% | 17 |
|
|
2022
Q1 | $582K | Sell |
1,620
-387
| -19% | -$139K | 1.57% | 18 |
|
|
2021
Q4 | $707K | Buy |
2,007
+246
| +14% | +$86.7K | 0.6% | 28 |
|
|
2021
Q3 | $455K | Sell |
1,761
-30
| -2% | -$7.75K | 0.41% | 44 |
|
|
2021
Q2 | $406K | Sell |
1,791
-15
| -0.8% | -$3.4K | 0.37% | 47 |
|
|
2021
Q1 | $402K | Sell |
1,806
-12
| -0.7% | -$2.67K | 0.38% | 47 |
|
|
2020
Q4 | $427K | Sell |
1,818
-540
| -23% | -$127K | 0.42% | 41 |
|
|
2020
Q3 | $337K | Buy |
+2,358
| New | +$337K | 0.35% | 46 |
|