Great Point Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,105
| Closed | -$289K | – | 63 |
|
|
2024
Q3 | $289K | Buy |
+1,105
| New | +$289K | 0.06% | 52 |
|
|
2024
Q1 | – | Sell |
-1,005
| Closed | -$250K | – | 61 |
|
|
2023
Q4 | $250K | Hold |
1,005
| – | – | 0.06% | 56 |
|
|
2023
Q3 | $251K | Sell |
1,005
-20
| -2% | -$5K | 0.08% | 56 |
|
|
2023
Q2 | $268K | Sell |
1,025
-180
| -15% | -$47.1K | 0.08% | 55 |
|
|
2023
Q1 | $250K | Buy |
+1,205
| New | +$250K | 0.08% | 56 |
|
|
2022
Q4 | – | Sell |
-1,185
| Closed | -$314K | – | 66 |
|
|
2022
Q3 | $314K | Hold |
1,185
| – | – | 0.12% | 53 |
|
|
2022
Q2 | $266K | Hold |
1,185
| – | – | 0.09% | 58 |
|
|
2022
Q1 | $426K | Buy |
1,185
+417
| +54% | +$150K | 0.13% | 40 |
|
|
2021
Q4 | $271K | Buy |
+768
| New | +$271K | 0.08% | 55 |
|