Fusion Family Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-567
| Closed | -$200K | – | 39 |
|
|
2021
Q4 | $200K | Buy |
+567
| New | +$200K | 0.03% | 35 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$8K | – | 134 |
|
|
2019
Q4 | $8K | Sell |
300
-150
| -33% | -$4K | ﹤0.01% | 103 |
|
|
2019
Q3 | $7K | Sell |
450
-165
| -27% | -$2.57K | ﹤0.01% | 111 |
|
|
2019
Q2 | $9K | Buy |
615
+165
| +37% | +$2.42K | ﹤0.01% | 123 |
|
|
2019
Q1 | $8K | Sell |
450
-165
| -27% | -$2.93K | ﹤0.01% | 117 |
|
|
2018
Q4 | $14K | Hold |
615
| – | – | ﹤0.01% | 171 |
|
|
2018
Q3 | $11K | Buy |
615
+165
| +37% | +$2.95K | ﹤0.01% | 192 |
|
|
2018
Q2 | $10K | Hold |
450
| – | – | ﹤0.01% | 212 |
|
|
2018
Q1 | $8K | Hold |
450
| – | – | ﹤0.01% | 203 |
|
|
2017
Q4 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 212 |
|
|
2017
Q3 | – | Sell |
-270
| Closed | -$7K | – | 292 |
|
|
2017
Q2 | $7K | Hold |
270
| – | – | ﹤0.01% | 215 |
|
|
2017
Q1 | $5K | Buy |
+270
| New | +$5K | ﹤0.01% | 233 |
|