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