Goodwin Investment Advisory’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$254K	Hold	683	–	–	0.3%	23
2025 Q4	$307K	Hold	683	–	–	0.34%	19
2025 Q3	$304K	Hold	683	–	–	0.33%	19
2025 Q2	$217K	Buy	+683	New	+$206K	0.25%	25
2025 Q1	–	Sell	-706	Closed	-$285K	–	40
2024 Q4	$285K	Buy	+706	New	+$227K	0.15%	36
2023 Q1	–	Sell	-671	Closed	-$82.7K	–	202
2022 Q4	$82.7K	Buy	671 +79	+13%	+$15K	0.06%	66
2022 Q3	$157K	Sell	592 -11	-2%	-$3.07K	0.12%	54
2022 Q2	$136K	Buy	603 +63	+12%	+$17.2K	0.1%	44
2022 Q1	$194K	Buy	540 +27	+5%	+$8.41K	0.13%	45
2021 Q4	$181K	Buy	513 +36	+8%	+$12.1K	0.14%	43
2021 Q3	$123K	Hold	477	–	–	0.12%	42
2021 Q2	$108K	Hold	477	–	–	0.12%	39
2021 Q1	$106K	Hold	477	–	–	0.12%	34
2020 Q4	$112K	Buy	+477	New	+$81.4K	0.14%	31