Frontier 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
Q2 | $974K | Buy |
4,341
+909
| +26% | +$204K | 0.07% | 178 |
|
2022
Q1 | $1.13M | Buy |
3,432
+432
| +14% | +$142K | 0.01% | 166 |
|
2021
Q4 | $1.06M | Sell |
3,000
-147
| -5% | -$51.8K | 0.07% | 182 |
|
2021
Q3 | $813K | Buy |
3,147
+165
| +6% | +$42.6K | 0.06% | 210 |
|
2021
Q2 | $676K | Buy |
2,982
+363
| +14% | +$82.3K | 0.05% | 223 |
|
2021
Q1 | $583K | Sell |
2,619
-3,798
| -59% | -$845K | 0.04% | 219 |
|
2020
Q4 | $1.51M | Buy |
6,417
+2,025
| +46% | +$476K | 0.12% | 133 |
|
2020
Q3 | $628K | Buy |
+4,392
| New | +$628K | 0.06% | 191 |
|
2018
Q2 | – | Sell |
-18,255
| Closed | -$324K | – | 418 |
|
2018
Q1 | $324K | Sell |
18,255
-4,500
| -20% | -$79.9K | 0.05% | 294 |
|
2017
Q4 | $472K | Buy |
22,755
+5,850
| +35% | +$121K | 0.08% | 214 |
|
2017
Q3 | $384K | Buy |
16,905
+5,475
| +48% | +$124K | 0.06% | 265 |
|
2017
Q2 | $276K | Buy |
+11,430
| New | +$276K | 0.04% | 304 |
|