Homrich & Berg’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3M | Buy |
11,610
+69
| +0.6% | +$17.8K | 0.07% | 114 |
|
|
2021
Q2 | $2.62M | Sell |
11,541
-660
| -5% | -$150K | 0.06% | 123 |
|
|
2021
Q1 | $2.72M | Buy |
12,201
+2,736
| +29% | +$609K | 0.07% | 108 |
|
|
2020
Q4 | $2.23M | Buy |
9,465
+6,900
| +269% | +$1.62M | 0.06% | 108 |
|
|
2020
Q3 | $367K | Buy |
+2,565
| New | +$367K | 0.01% | 249 |
|
|
2020
Q1 | – | Sell |
-14,340
| Closed | -$400K | – | 356 |
|
|
2019
Q4 | $400K | Buy |
14,340
+15
| +0.1% | +$418 | 0.02% | 252 |
|
|
2019
Q3 | $230K | Hold |
14,325
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $213K | Hold |
14,325
| – | – | 0.01% | 328 |
|
|
2019
Q1 | $267K | Sell |
14,325
-1,470
| -9% | -$27.4K | 0.01% | 276 |
|
|
2018
Q4 | $350K | Hold |
15,795
| – | – | 0.02% | 229 |
|
|
2018
Q3 | $279K | Buy |
15,795
+1,155
| +8% | +$20.4K | 0.02% | 272 |
|
|
2018
Q2 | $335K | Buy |
+14,640
| New | +$335K | 0.02% | 241 |
|
|
2016
Q4 | – | Sell |
-20,115
| Closed | -$274K | – | 281 |
|
|
2016
Q3 | $274K | Sell |
20,115
-120
| -0.6% | -$1.64K | 0.03% | 220 |
|
|
2016
Q2 | $286K | Buy |
+20,235
| New | +$286K | 0.03% | 206 |
|