Freedman Financial Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,800
| Closed | -$688K | – | 405 |
|
2022
Q1 | $688K | Hold |
1,800
| – | – | 0.47% | 31 |
|
2021
Q4 | $632K | Buy |
1,800
+300
| +20% | +$105K | 0.43% | 32 |
|
2021
Q3 | $388K | Hold |
1,500
| – | – | 0.28% | 40 |
|
2021
Q2 | $340K | Hold |
1,500
| – | – | 0.26% | 43 |
|
2021
Q1 | $334K | Sell |
1,500
-60
| -4% | -$13.4K | 0.28% | 40 |
|
2020
Q4 | $367K | Buy |
+1,560
| New | +$367K | 0.33% | 39 |
|