Guardian Capital Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $358K | Sell |
1,375
-195
| -12% | -$50.8K | 0.04% | 141 |
|
2024
Q2 | $357K | Hold |
1,570
| – | – | 0.04% | 142 |
|
2024
Q1 | $258K | Sell |
1,570
-175
| -10% | -$28.7K | 0.03% | 153 |
|
2023
Q4 | $427K | Sell |
1,745
-15
| -0.9% | -$3.67K | 0.04% | 135 |
|
2023
Q3 | $461K | Hold |
1,760
| – | – | 0.05% | 128 |
|
2023
Q2 | $470K | Buy |
1,760
+15
| +0.9% | +$4K | 0.05% | 123 |
|
2023
Q1 | $319K | Sell |
1,745
-69
| -4% | -$12.6K | 0.04% | 129 |
|
2022
Q4 | $215K | Sell |
1,814
-6
| -0.3% | -$711 | 0.02% | 151 |
|
2022
Q3 | $400K | Buy |
1,820
+881
| +94% | +$194K | 0.05% | 126 |
|
2022
Q2 | $235K | Hold |
939
| – | – | 0.03% | 150 |
|
2022
Q1 | $320K | Buy |
939
+69
| +8% | +$23.5K | 0.03% | 141 |
|
2021
Q4 | $298K | Hold |
870
| – | – | 0.03% | 154 |
|
2021
Q3 | $225K | Buy |
+870
| New | +$225K | 0.02% | 164 |
|