Halpern Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $126K | Buy |
506
+172
| +51% | +$42.8K | 0.03% | 65 |
|
|
2024
Q2 | $66.1K | Buy |
334
+225
| +206% | +$44.5K | 0.02% | 84 |
|
|
2024
Q1 | $18.4K | Hold |
109
| – | – | 0.01% | 136 |
|
|
2023
Q4 | $26K | Hold |
109
| – | – | 0.01% | 126 |
|
|
2023
Q3 | $27.3K | Buy |
109
+100
| +1,111% | +$25K | 0.01% | 108 |
|
|
2023
Q2 | $2.36K | Hold |
9
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $1.87K | Hold |
9
| – | – | ﹤0.01% | 162 |
|
|
2022
Q4 | $1.11K | Sell |
9
-200
| -96% | -$24.6K | ﹤0.01% | 173 |
|
|
2022
Q3 | $55.4K | Sell |
209
-100
| -32% | -$26.5K | 0.02% | 76 |
|
|
2022
Q2 | $69.4K | Sell |
309
-150
| -33% | -$33.7K | 0.03% | 74 |
|
|
2022
Q1 | $165K | Hold |
459
| – | – | 0.06% | 65 |
|
|
2021
Q4 | $162K | Buy |
459
+450
| +5,000% | +$159K | 0.07% | 49 |
|
|
2021
Q3 | $2.33K | Hold |
9
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $2.04K | Hold |
9
| – | – | ﹤0.01% | 217 |
|
|
2021
Q1 | $2K | Sell |
9
-21
| -70% | -$4.68K | ﹤0.01% | 220 |
|
|
2020
Q4 | $7.06K | Hold |
30
| – | – | ﹤0.01% | 146 |
|
|
2020
Q3 | $4.29K | Sell |
30
-1,470
| -98% | -$210K | ﹤0.01% | 165 |
|
|
2020
Q2 | $108K | Hold |
1,500
| – | – | 0.07% | 35 |
|
|
2020
Q1 | $52.4K | Buy |
+1,500
| New | +$52.4K | 0.05% | 44 |
|