Fortis Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-260
| Closed | -$53.9K | – | 242 |
|
|
2023
Q1 | $53.9K | Hold |
260
| – | – | 0.04% | 155 |
|
|
2022
Q4 | $32K | Hold |
260
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $69K | Sell |
260
-43
| -14% | -$11.4K | 0.05% | 149 |
|
|
2022
Q2 | $68K | Sell |
303
-60
| -17% | -$13.5K | 0.05% | 154 |
|
|
2022
Q1 | $130K | Hold |
363
| – | – | 0.07% | 134 |
|
|
2021
Q4 | $128K | Hold |
363
| – | – | 0.07% | 121 |
|
|
2021
Q3 | $94K | Buy |
363
+285
| +365% | +$73.8K | 0.06% | 144 |
|
|
2021
Q2 | $18K | Hold |
78
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $17K | Buy |
+78
| New | +$17K | 0.01% | 181 |
|
|
2020
Q1 | – | Sell |
-930
| Closed | -$26K | – | 385 |
|
|
2019
Q4 | $26K | Hold |
930
| – | – | 0.02% | 238 |
|
|
2019
Q3 | $15K | Hold |
930
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $14K | Hold |
930
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $17K | Hold |
930
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $21K | Hold |
930
| – | – | 0.01% | 259 |
|
|
2018
Q3 | $16K | Buy |
930
+795
| +589% | +$13.7K | 0.01% | 262 |
|
|
2018
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 299 |
|
|
2018
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 298 |
|
|
2017
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 275 |
|
|
2017
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 271 |
|
|
2017
Q2 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 89 |
|