GSB Wealth Management’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 |
-800
| Closed | -$209K | – | 239 |
|
|
2024
Q3 | $209K | Buy |
+800
| New | +$209K | 0.05% | 213 |
|
|
2024
Q1 | – | Sell |
-970
| Closed | -$241K | – | 218 |
|
|
2023
Q4 | $241K | Sell |
970
-4
| -0.4% | -$994 | 0.07% | 189 |
|
|
2023
Q3 | $244K | Buy |
974
+65
| +7% | +$16.3K | 0.08% | 175 |
|
|
2023
Q2 | $238K | Sell |
909
-165
| -15% | -$43.2K | 0.08% | 189 |
|
|
2023
Q1 | $223K | Buy |
+1,074
| New | +$223K | 0.07% | 196 |
|
|
2022
Q4 | – | Sell |
-1,284
| Closed | -$341K | – | 209 |
|
|
2022
Q3 | $341K | Hold |
1,284
| – | – | 0.12% | 161 |
|
|
2022
Q2 | $288K | Buy |
1,284
+75
| +6% | +$16.8K | 0.1% | 178 |
|
|
2022
Q1 | $434K | Hold |
1,209
| – | – | 0.13% | 166 |
|
|
2021
Q4 | $426K | Buy |
+1,209
| New | +$426K | 0.12% | 165 |
|
|
2021
Q3 | – | Sell |
-1,209
| Closed | -$274K | – | 212 |
|
|
2021
Q2 | $274K | Buy |
1,209
+111
| +10% | +$25.2K | 0.09% | 191 |
|
|
2021
Q1 | $244K | Buy |
+1,098
| New | +$244K | 0.08% | 190 |
|