KPW
Kore Private Wealth’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.1M | Buy |
60,576
+40,607
| +203% | +$10.8M | 2.9% | 6 |
|
|
2022
Q2 | $13.4M | Buy |
19,969
+600
| +3% | +$404K | 2.07% | 10 |
|
|
2022
Q1 | $20.9M | Buy |
19,369
+200
| +1% | +$216K | 2.62% | 7 |
|
|
2021
Q4 | $20.3M | Buy |
19,169
+11,201
| +141% | +$11.8M | 2.47% | 9 |
|
|
2021
Q3 | $6.18M | Sell |
7,968
-28
| -0.4% | -$21.7K | 0.65% | 32 |
|
|
2021
Q2 | $5.44M | Buy |
7,996
+19
| +0.2% | +$12.9K | 0.61% | 30 |
|
|
2021
Q1 | $5.33M | Sell |
7,977
-1,866
| -19% | -$1.25M | 0.72% | 27 |
|
|
2020
Q4 | $6.95M | Buy |
9,843
+1,185
| +14% | +$836K | 1.07% | 20 |
|
|
2020
Q3 | $3.71M | Buy |
8,658
+5,822
| +205% | +$2.5M | 0.72% | 27 |
|
|
2020
Q2 | $3.06M | Sell |
2,836
-431
| -13% | -$465K | 0.63% | 37 |
|
|
2020
Q1 | $1.71M | Buy |
3,267
+2,650
| +429% | +$1.39M | 0.41% | 54 |
|
|
2019
Q4 | $258K | Buy |
+617
| New | +$258K | 0.05% | 213 |
|
|
2019
Q2 | – | Sell |
-124
| Closed | -$35K | – | 743 |
|
|
2019
Q1 | $35K | Hold |
124
| – | – | 0.01% | 440 |
|
|
2018
Q4 | $41K | Buy |
+124
| New | +$41K | 0.01% | 405 |
|