Kings Point Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.28M | Buy |
17,481
+99
| +0.6% | +$35.6K | 0.55% | 59 |
|
|
2021
Q4 | $6.12M | Sell |
17,382
-906
| -5% | -$319K | 0.5% | 59 |
|
|
2021
Q3 | $4.73M | Buy |
18,288
+177
| +1% | +$45.8K | 0.42% | 63 |
|
|
2021
Q2 | $4.1M | Hold |
18,111
| – | – | 0.37% | 68 |
|
|
2021
Q1 | $4.03M | Buy |
18,111
+555
| +3% | +$124K | 0.4% | 65 |
|
|
2020
Q4 | $4.13M | Buy |
17,556
+14,271
| +434% | +$3.36M | 0.44% | 63 |
|
|
2020
Q3 | $470K | Buy |
3,285
+765
| +30% | +$109K | 0.06% | 129 |
|
|
2020
Q2 | $181K | Buy |
2,520
+225
| +10% | +$16.2K | 0.03% | 169 |
|
|
2020
Q1 | $80K | Buy |
2,295
+900
| +65% | +$31.4K | 0.01% | 228 |
|
|
2019
Q4 | $39K | Buy |
1,395
+450
| +48% | +$12.6K | 0.01% | 334 |
|
|
2019
Q3 | $15K | Sell |
945
-150
| -14% | -$2.38K | ﹤0.01% | 425 |
|
|
2019
Q2 | $16K | Sell |
1,095
-225
| -17% | -$3.29K | ﹤0.01% | 374 |
|
|
2019
Q1 | $25K | Sell |
1,320
-750
| -36% | -$14.2K | 0.01% | 291 |
|
|
2018
Q4 | $46K | Buy |
2,070
+1,245
| +151% | +$27.7K | 0.01% | 233 |
|
|
2018
Q3 | $15K | Buy |
825
+150
| +22% | +$2.73K | ﹤0.01% | 336 |
|
|
2018
Q2 | $15K | Hold |
675
| – | – | ﹤0.01% | 333 |
|
|
2018
Q1 | $12K | Hold |
675
| – | – | ﹤0.01% | 360 |
|
|
2017
Q4 | $14K | Hold |
675
| – | – | ﹤0.01% | 345 |
|
|
2017
Q3 | $15K | Hold |
675
| – | – | ﹤0.01% | 330 |
|
|
2017
Q2 | $16K | Hold |
675
| – | – | ﹤0.01% | 301 |
|
|
2017
Q1 | $13K | Buy |
+675
| New | +$13K | ﹤0.01% | 328 |
|
|
2015
Q1 | – | Sell |
-1,245
| Closed | -$18K | – | 382 |
|
|
2014
Q4 | $18K | Buy |
+1,245
| New | +$18K | ﹤0.01% | 292 |
|