HGWM
Harvest Group Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-213
| Closed | -$150K | – | 665 |
|
|
2020
Q4 | $150K | Buy |
213
+3
| +1% | +$2.11K | 0.09% | 50 |
|
|
2020
Q3 | $90K | Buy |
210
+173
| +468% | +$74.1K | 0.06% | 66 |
|
|
2020
Q2 | $39K | Sell |
37
-1
| -3% | -$1.05K | 0.03% | 97 |
|
|
2020
Q1 | $19K | Sell |
38
-83
| -69% | -$41.5K | 0.02% | 141 |
|
|
2019
Q4 | $50K | Hold |
121
| – | – | 0.04% | 76 |
|
|
2019
Q3 | $29K | Sell |
121
-1
| -0.8% | -$240 | 0.04% | 118 |
|
|
2019
Q2 | $27K | Hold |
122
| – | – | 0.03% | 121 |
|
|
2019
Q1 | $34K | Buy |
+122
| New | +$34K | 0.03% | 113 |
|