Kolinsky Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $620K | Buy |
1,536
+386
| +34% | +$156K | 0.38% | 53 |
|
2024
Q3 | $301K | Buy |
+1,150
| New | +$301K | 0.2% | 117 |
|
2024
Q1 | – | Sell |
-1,244
| Closed | -$309K | – | 151 |
|
2023
Q4 | $309K | Buy |
1,244
+180
| +17% | +$44.7K | 0.27% | 92 |
|
2023
Q3 | $266K | Buy |
1,064
+7
| +0.7% | +$1.75K | 0.26% | 91 |
|
2023
Q2 | $272K | Sell |
1,057
-153
| -13% | -$39.4K | 0.26% | 97 |
|
2023
Q1 | $251K | Buy |
+1,210
| New | +$251K | 0.27% | 98 |
|
2022
Q4 | – | Sell |
-1,919
| Closed | -$509K | – | 136 |
|
2022
Q3 | $509K | Buy |
1,919
+506
| +36% | +$134K | 0.64% | 25 |
|
2022
Q2 | $317K | Sell |
1,413
-111
| -7% | -$24.9K | 0.37% | 62 |
|
2022
Q1 | $547K | Buy |
1,524
+417
| +38% | +$150K | 0.54% | 32 |
|
2021
Q4 | $390K | Buy |
+1,107
| New | +$390K | 0.36% | 60 |
|