Icon Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $696K | Sell |
2,780
-1,681
| -38% | -$421K | 0.08% | 143 |
|
|
2023
Q2 | $1.17M | Buy |
4,461
+413
| +10% | +$108K | 0.12% | 122 |
|
|
2023
Q1 | $840K | Buy |
+4,048
| New | +$840K | 0.09% | 152 |
|
|
2022
Q2 | $430K | Sell |
1,914
-234
| -11% | -$52.6K | 0.05% | 200 |
|
|
2022
Q1 | $772K | Buy |
2,148
+738
| +52% | +$265K | 0.08% | 169 |
|
|
2021
Q4 | $497K | Buy |
1,410
+75
| +6% | +$26.4K | 0.05% | 214 |
|
|
2021
Q3 | $345K | Sell |
1,335
-249
| -16% | -$64.3K | 0.04% | 262 |
|
|
2021
Q2 | $359K | Buy |
+1,584
| New | +$359K | 0.04% | 273 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$212K | – | 339 |
|
|
2020
Q4 | $212K | Buy |
+900
| New | +$212K | 0.03% | 264 |
|
|
2019
Q2 | – | Sell |
-390
| Closed | -$7K | – | 720 |
|
|
2019
Q1 | $7K | Buy |
+390
| New | +$7K | ﹤0.01% | 725 |
|
|
2018
Q3 | – | Sell |
-375
| Closed | -$9K | – | 692 |
|
|
2018
Q2 | $9K | Buy |
+375
| New | +$9K | ﹤0.01% | 709 |
|
|
2018
Q1 | – | Sell |
-375
| Closed | -$8K | – | 692 |
|
|
2017
Q4 | $8K | Buy |
+375
| New | +$8K | ﹤0.01% | 733 |
|