HWA
Heartwood Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+683
| New | +$217K | 0.02% | 181 |
|
|
2025
Q1 | – | Sell |
-771
| Closed | -$311K | – | 180 |
|
|
2024
Q4 | $311K | Buy |
+771
| New | +$311K | 0.04% | 129 |
|
|
2023
Q4 | – | Sell |
-817
| Closed | -$204K | – | 155 |
|
|
2023
Q3 | $204K | Sell |
817
-9
| -1% | -$2.25K | 0.03% | 129 |
|
|
2023
Q2 | $216K | Buy |
+826
| New | +$216K | 0.03% | 128 |
|