Foresight Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,348
| Closed | -$888K | – | 93 |
|
|
2022
Q3 | $888K | Buy |
3,348
+33
| +1% | +$8.75K | 0.2% | 41 |
|
|
2022
Q2 | $744K | Buy |
3,315
+588
| +22% | +$132K | 0.15% | 55 |
|
|
2022
Q1 | $980K | Buy |
2,727
+201
| +8% | +$72.2K | 0.18% | 45 |
|
|
2021
Q4 | $890K | Buy |
2,526
+75
| +3% | +$26.4K | 0.01% | 45 |
|
|
2021
Q3 | $634K | Hold |
2,451
| – | – | 0.13% | 56 |
|
|
2021
Q2 | $555K | Sell |
2,451
-600
| -20% | -$136K | 0.12% | 72 |
|
|
2021
Q1 | $679K | Sell |
3,051
-177
| -5% | -$39.4K | 0.17% | 57 |
|
|
2020
Q4 | $759K | Buy |
3,228
+69
| +2% | +$16.2K | 0.2% | 45 |
|
|
2020
Q3 | $452K | Buy |
+3,159
| New | +$452K | 0.15% | 56 |
|