Evergreen Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,522
| Closed | -$381K | – | 18 |
|
|
2023
Q3 | $381K | Hold |
1,522
| – | – | 0.14% | 15 |
|
|
2023
Q2 | $398K | Sell |
1,522
-165
| -10% | -$43.2K | 0.14% | 15 |
|
|
2023
Q1 | $350K | Hold |
1,687
| – | – | 0.13% | 15 |
|
|
2022
Q4 | $208K | Buy |
1,687
+381
| +29% | +$46.9K | 0.08% | 16 |
|
|
2022
Q3 | $346K | Buy |
1,306
+100
| +8% | +$26.5K | 0.15% | 12 |
|
|
2022
Q2 | $271K | Sell |
1,206
-18
| -1% | -$4.05K | 0.11% | 13 |
|
|
2022
Q1 | $440K | Hold |
1,224
| – | – | 0.15% | 12 |
|
|
2021
Q4 | $431K | Buy |
1,224
+75
| +7% | +$26.4K | 0.15% | 11 |
|
|
2021
Q3 | $297K | Sell |
1,149
-426
| -27% | -$110K | 0.11% | 12 |
|
|
2021
Q2 | $351K | Hold |
1,575
| – | – | 0.15% | 10 |
|
|
2021
Q1 | $351K | Buy |
+1,575
| New | +$351K | 0.13% | 11 |
|