Gofen & Glossberg’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.68M | Sell |
13,660
-427
| -3% | -$52.6K | 0.04% | 205 |
|
|
2022
Q3 | $3.74M | Buy |
14,087
+53
| +0.4% | +$14.1K | 0.11% | 150 |
|
|
2022
Q2 | $3.15M | Buy |
14,034
+525
| +4% | +$118K | 0.08% | 167 |
|
|
2022
Q1 | $4.85M | Sell |
13,509
-765
| -5% | -$275K | 0.11% | 143 |
|
|
2021
Q4 | $5.03M | Buy |
14,274
+1,491
| +12% | +$525K | 0.11% | 145 |
|
|
2021
Q3 | $3.3M | Sell |
12,783
-735
| -5% | -$190K | 0.08% | 165 |
|
|
2021
Q2 | $3.06M | Buy |
13,518
+588
| +5% | +$133K | 0.07% | 166 |
|
|
2021
Q1 | $2.88M | Buy |
12,930
+1,515
| +13% | +$337K | 0.07% | 165 |
|
|
2020
Q4 | $2.69M | Sell |
11,415
-330
| -3% | -$77.6K | 0.07% | 156 |
|
|
2020
Q3 | $1.68M | Sell |
11,745
-1,140
| -9% | -$163K | 0.05% | 175 |
|
|
2020
Q2 | $928K | Hold |
12,885
| – | – | 0.03% | 218 |
|
|
2020
Q1 | $450K | Buy |
12,885
+2,175
| +20% | +$76K | 0.02% | 278 |
|
|
2019
Q4 | $299K | Buy |
+10,710
| New | +$299K | 0.01% | 369 |
|
|
2019
Q2 | – | Sell |
-10,920
| Closed | -$204K | – | 457 |
|
|
2019
Q1 | $204K | Hold |
10,920
| – | – | 0.01% | 416 |
|
|
2018
Q4 | $242K | Buy |
+10,920
| New | +$242K | 0.01% | 366 |
|
|
2018
Q3 | – | Sell |
-13,590
| Closed | -$311K | – | 473 |
|
|
2018
Q2 | $311K | Sell |
13,590
-90
| -0.7% | -$2.06K | 0.01% | 357 |
|
|
2018
Q1 | $243K | Sell |
13,680
-3,000
| -18% | -$53.3K | 0.01% | 394 |
|
|
2017
Q4 | $346K | Buy |
16,680
+3,000
| +22% | +$62.2K | 0.01% | 360 |
|
|
2017
Q3 | $311K | Sell |
13,680
-1,875
| -12% | -$42.6K | 0.01% | 374 |
|
|
2017
Q2 | $375K | Buy |
15,555
+1,860
| +14% | +$44.8K | 0.01% | 338 |
|
|
2017
Q1 | $254K | Sell |
13,695
-2,205
| -14% | -$40.9K | 0.01% | 398 |
|
|
2016
Q4 | $227K | Buy |
+15,900
| New | +$227K | 0.01% | 399 |
|
|
2014
Q2 | – | Sell |
-3,375
| Closed | -$55K | – | 502 |
|
|
2014
Q1 | $55K | Buy |
+3,375
| New | +$55K | ﹤0.01% | 491 |
|