Financial Architects (New Jersey)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.9M | Hold |
72,371
| – | – | 2.86% | 6 |
|
|
2023
Q1 | $15M | Buy |
72,371
+440
| +0.6% | +$91.3K | 2.41% | 6 |
|
|
2022
Q4 | $8.86M | Sell |
71,931
-324
| -0.4% | -$39.9K | 1.47% | 16 |
|
|
2022
Q3 | $19.2M | Buy |
+72,255
| New | +$19.2M | 3.35% | 5 |
|
|
2022
Q2 | – | Sell |
-71,178
| Closed | -$25.6M | – | 263 |
|
|
2022
Q1 | $25.6M | Sell |
71,178
-1,173
| -2% | -$421K | 3.66% | 3 |
|
|
2021
Q4 | $25.5M | Buy |
72,351
+945
| +1% | +$333K | 3.45% | 3 |
|
|
2021
Q3 | $18.5M | Hold |
71,406
| – | – | 2.68% | 4 |
|
|
2021
Q2 | $16.2M | Buy |
71,406
+390
| +0.5% | +$88.4K | 2.33% | 7 |
|
|
2021
Q1 | $15.8M | Buy |
71,016
+68,310
| +2,524% | +$15.2M | 2.48% | 5 |
|
|
2020
Q4 | $637K | Buy |
2,706
+906
| +50% | +$213K | 0.12% | 149 |
|
|
2020
Q3 | $257K | Buy |
1,800
+285
| +19% | +$40.7K | 0.06% | 221 |
|
|
2020
Q2 | $109K | Hold |
1,515
| – | – | 0.03% | 313 |
|
|
2020
Q1 | $53K | Hold |
1,515
| – | – | 0.01% | 380 |
|
|
2019
Q4 | $42K | Hold |
1,515
| – | – | 0.01% | 458 |
|
|
2019
Q3 | $24K | Hold |
1,515
| – | – | 0.01% | 554 |
|
|
2019
Q2 | $23K | Sell |
1,515
-450
| -23% | -$6.83K | ﹤0.01% | 598 |
|
|
2019
Q1 | $37K | Hold |
1,965
| – | – | 0.01% | 621 |
|
|
2018
Q4 | $43K | Sell |
1,965
-150
| -7% | -$3.28K | 0.01% | 529 |
|
|
2018
Q3 | $38K | Sell |
2,115
-525
| -20% | -$9.43K | 0.01% | 622 |
|
|
2018
Q2 | $61K | Sell |
2,640
-1,500
| -36% | -$34.7K | 0.01% | 509 |
|
|
2018
Q1 | $74K | Hold |
4,140
| – | – | 0.01% | 471 |
|
|
2017
Q4 | $86K | Sell |
4,140
-2,730
| -40% | -$56.7K | 0.01% | 467 |
|
|
2017
Q3 | $157K | Sell |
6,870
-420
| -6% | -$9.6K | 0.03% | 362 |
|
|
2017
Q2 | $176K | Sell |
7,290
-1,605
| -18% | -$38.7K | 0.03% | 319 |
|
|
2017
Q1 | $165K | Sell |
8,895
-495
| -5% | -$9.18K | 0.03% | 317 |
|
|
2016
Q4 | $133K | Buy |
9,390
+195
| +2% | +$2.76K | 0.03% | 322 |
|
|
2016
Q3 | $125K | Sell |
9,195
-2,250
| -20% | -$30.6K | 0.03% | 338 |
|
|
2016
Q2 | $162K | Buy |
11,445
+7,500
| +190% | +$106K | 0.05% | 287 |
|
|
2016
Q1 | $60K | Buy |
+3,945
| New | +$60K | 0.02% | 365 |
|
|
2015
Q3 | – | Sell |
-2,610
| Closed | -$47K | – | 838 |
|
|
2015
Q2 | $47K | Sell |
2,610
-1,500
| -36% | -$27K | 0.02% | 443 |
|
|
2015
Q1 | $52K | Buy |
4,110
+1,500
| +57% | +$19K | 0.02% | 395 |
|
|
2014
Q4 | $39K | Sell |
2,610
-13,365
| -84% | -$200K | 0.02% | 386 |
|
|
2014
Q3 | $258K | Buy |
15,975
+9,000
| +129% | +$145K | 0.13% | 123 |
|
|
2014
Q2 | $112K | Buy |
+6,975
| New | +$112K | 0.05% | 208 |
|
|
2013
Q4 | – | Sell |
-2,475
| Closed | -$32K | – | 534 |
|
|
2013
Q3 | $32K | Hold |
2,475
| – | – | 0.02% | 307 |
|
|
2013
Q2 | $18K | Buy |
+2,475
| New | +$18K | 0.01% | 377 |
|