Harbour Investments’s Simplify Volt TSLA Revolution ETF TESL Stock Holding History

Harbour Investments’s Portfolio TESL Stock Details TESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-625	Closed	-$5.25K	–	3213
2023 Q3	$5.25K	Hold	625	–	–	﹤0.01%	2259
2023 Q2	$5.65K	Hold	625	–	–	﹤0.01%	2242
2023 Q1	$5.03K	Hold	625	–	–	﹤0.01%	2273
2022 Q4	$3.75K	Hold	625	–	–	﹤0.01%	2316
2022 Q3	$6K	Hold	625	–	–	﹤0.01%	2140
2022 Q2	$6K	Buy	+625	New	+$6.99K	﹤0.01%	2140
2021 Q4	$10K	Sell	625 -225	-26%	-$3.39K	﹤0.01%	1949
2021 Q3	$10K	Hold	850	–	–	﹤0.01%	2693
2021 Q2	$10K	Hold	850	–	–	﹤0.01%	2756
2021 Q1	$10K	Buy	+850	New	+$11.3K	﹤0.01%	2635

Other funds holding TESL

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments's TESL Position: Q4 2023 in Review

Harbour Investments sold out of Simplify Volt TSLA Revolution ETF (TESL) in Q4 2023, closing a stake of 625 shares — an estimated $5.25K sold.

Harbour Investments first reported a position in TESL in Q1 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 3 funds tracked by Wall St. Rank hold TESL as of Q4 2023.

Harbour Investments reported no remaining Simplify Volt TSLA Revolution ETF position as of Q4 2023 after selling out during the quarter.
Harbour Investments sold 625 Simplify Volt TSLA Revolution ETF shares in Q4 2023, an estimated $5.25K.
Harbour Investments first reported a position in Simplify Volt TSLA Revolution ETF in Q1 2021 and held it in 10 quarters.
Harbour Investments's Simplify Volt TSLA Revolution ETF position peaked at $10K in Q4 2021.
3 funds tracked by Wall St. Rank held Simplify Volt TSLA Revolution ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.