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