Fernwood Investment Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.42M | Sell |
5,991
-717
| -11% | -$290K | 0.84% | 29 |
|
|
2024
Q3 | $1.76M | Sell |
6,708
-20
| -0.3% | -$5.23K | 0.57% | 47 |
|
|
2024
Q2 | $1.33M | Buy |
6,728
+104
| +2% | +$20.6K | 0.41% | 62 |
|
|
2024
Q1 | $1.17M | Sell |
6,624
-60
| -0.9% | -$10.6K | 0.34% | 70 |
|
|
2023
Q4 | $1.66M | Buy |
6,684
+15
| +0.2% | +$3.72K | 0.55% | 51 |
|
|
2023
Q3 | $1.67M | Sell |
6,669
-50
| -0.7% | -$12.5K | 0.6% | 45 |
|
|
2023
Q2 | $1.75M | Sell |
6,719
-435
| -6% | -$114K | 0.62% | 45 |
|
|
2023
Q1 | $1.48M | Sell |
7,154
-200
| -3% | -$41.5K | 0.57% | 51 |
|
|
2022
Q4 | $906K | Buy |
7,354
+691
| +10% | +$85.1K | 0.37% | 80 |
|
|
2022
Q3 | $1.77M | Sell |
6,663
-90
| -1% | -$23.9K | 0.75% | 36 |
|
|
2022
Q2 | $1.52M | Buy |
6,753
+120
| +2% | +$26.9K | 0.65% | 47 |
|
|
2022
Q1 | $2.38M | Buy |
6,633
+105
| +2% | +$37.7K | 0.84% | 30 |
|
|
2021
Q4 | $2.3M | Buy |
6,528
+5,751
| +740% | +$2.03M | 0.75% | 34 |
|
|
2021
Q3 | $201K | Buy |
+777
| New | +$201K | 0.07% | 192 |
|
|
2021
Q1 | – | Sell |
-870
| Closed | -$205K | – | 198 |
|
|
2020
Q4 | $205K | Buy |
+870
| New | +$205K | 0.08% | 179 |
|