Jacobson & Schmitt Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-21,300
| Closed | -$487K | – | 48 |
|
|
2018
Q2 | $487K | Hold |
21,300
| – | – | 0.32% | 34 |
|
|
2018
Q1 | $378K | Hold |
21,300
| – | – | 0.26% | 35 |
|
|
2017
Q4 | $442K | Buy |
21,300
+450
| +2% | +$9.34K | 0.3% | 32 |
|
|
2017
Q3 | $474K | Hold |
20,850
| – | – | 0.32% | 33 |
|
|
2017
Q2 | $503K | Hold |
20,850
| – | – | 0.34% | 33 |
|
|
2017
Q1 | $387K | Buy |
+20,850
| New | +$387K | 0.27% | 34 |
|