Intercontinental Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.57M | Sell |
6,010
-550
| -8% | -$144K | 0.38% | 50 |
|
|
2023
Q1 | $1.36M | Sell |
6,560
-21,028
| -76% | -$4.36M | 0.35% | 56 |
|
|
2022
Q4 | $3.4M | Buy |
27,588
+19,494
| +241% | +$2.4M | 1.01% | 13 |
|
|
2022
Q3 | $2.15M | Sell |
8,094
-3,450
| -30% | -$915K | 0.67% | 24 |
|
|
2022
Q2 | $2.59M | Sell |
11,544
-3,474
| -23% | -$780K | 0.7% | 19 |
|
|
2022
Q1 | $5.39M | Sell |
15,018
-294
| -2% | -$106K | 1.23% | 11 |
|
|
2021
Q4 | $5.39M | Buy |
15,312
+6,528
| +74% | +$2.3M | 1.14% | 10 |
|
|
2021
Q3 | $2.27M | Sell |
8,784
-324
| -4% | -$83.8K | 0.53% | 26 |
|
|
2021
Q2 | $2.06M | Sell |
9,108
-471
| -5% | -$107K | 0.41% | 31 |
|
|
2021
Q1 | $2.13M | Buy |
9,579
+4,896
| +105% | +$1.09M | 0.46% | 29 |
|
|
2020
Q4 | $1.1M | Buy |
4,683
+1,200
| +34% | +$282K | 0.26% | 78 |
|
|
2020
Q3 | $498K | Buy |
+3,483
| New | +$498K | 0.15% | 113 |
|
|
2019
Q4 | – | Sell |
-1,335
| Closed | -$21K | – | 414 |
|
|
2019
Q3 | $21K | Hold |
1,335
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $20K | Hold |
1,335
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $25K | Hold |
1,335
| – | – | 0.01% | 285 |
|
|
2018
Q4 | $30K | Buy |
+1,335
| New | +$30K | 0.02% | 266 |
|