Jackson Creek Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,000
| Closed | -$523K | – | 361 |
|
2024
Q3 | $523K | Sell |
2,000
-4,910
| -71% | -$1.28M | 0.15% | 218 |
|
2024
Q2 | $1.37M | Buy |
6,910
+300
| +5% | +$59.3K | 0.5% | 32 |
|
2024
Q1 | $1.16M | Buy |
6,610
+600
| +10% | +$105K | 0.41% | 75 |
|
2023
Q4 | $1.49M | Buy |
6,010
+193
| +3% | +$47.9K | 0.57% | 12 |
|
2023
Q3 | $1.46M | Hold |
5,817
| – | – | 0.61% | 12 |
|
2023
Q2 | $1.52M | Buy |
5,817
+207
| +4% | +$54.2K | 0.61% | 12 |
|
2023
Q1 | $1.16M | Buy |
+5,610
| New | +$1.16M | 0.49% | 26 |
|