Genovese Burford & Brothers Wealth & Retirement Plan Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.37M | Sell |
5,820
-1,137
| -16% | -$267K | 0.34% | 24 |
|
|
2020
Q3 | $995K | Sell |
6,957
-4,713
| -40% | -$674K | 0.28% | 28 |
|
|
2020
Q2 | $840K | Sell |
11,670
-9,675
| -45% | -$696K | 0.24% | 30 |
|
|
2020
Q1 | $746K | Buy |
+21,345
| New | +$746K | 0.21% | 36 |
|
|
2018
Q3 | – | Sell |
-2,400
| Closed | -$55K | – | 348 |
|
|
2018
Q2 | $55K | Sell |
2,400
-30
| -1% | -$688 | 0.02% | 168 |
|
|
2018
Q1 | $43K | Buy |
2,430
+375
| +18% | +$6.64K | 0.02% | 185 |
|
|
2017
Q4 | $49K | Sell |
2,055
-450
| -18% | -$10.7K | 0.13% | 95 |
|
|
2017
Q3 | $56K | Sell |
2,505
-1,170
| -32% | -$26.2K | 0.02% | 138 |
|
|
2017
Q2 | $88K | Sell |
3,675
-855
| -19% | -$20.5K | 0.03% | 107 |
|
|
2017
Q1 | $85K | Sell |
4,530
-4,200
| -48% | -$78.8K | 0.03% | 111 |
|
|
2016
Q4 | $126K | Buy |
8,730
+5,940
| +213% | +$85.7K | 0.03% | 99 |
|
|
2016
Q3 | $37K | Hold |
2,790
| – | – | 0.01% | 181 |
|
|
2016
Q2 | $39K | Buy |
2,790
+1,500
| +116% | +$21K | 0.02% | 163 |
|
|
2016
Q1 | $19K | Hold |
1,290
| – | – | 0.01% | 213 |
|
|
2015
Q4 | $21K | Buy |
+1,290
| New | +$21K | 0.01% | 193 |
|