Kowal Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $888K | Sell |
3,396
-676
| -17% | -$177K | 0.16% | 83 |
|
|
2024
Q2 | $806K | Sell |
4,072
-111
| -3% | -$22K | 0.16% | 82 |
|
|
2024
Q1 | $735K | Buy |
4,183
+703
| +20% | +$124K | 0.16% | 79 |
|
|
2023
Q4 | $865K | Buy |
3,480
+303
| +10% | +$75.3K | 0.2% | 71 |
|
|
2023
Q3 | $795K | Sell |
3,177
-14
| -0.4% | -$3.5K | 0.21% | 65 |
|
|
2023
Q2 | $835K | Buy |
3,191
+256
| +9% | +$67K | 0.22% | 61 |
|
|
2023
Q1 | $609K | Buy |
2,935
+638
| +28% | +$132K | 0.17% | 67 |
|
|
2022
Q4 | $283K | Sell |
2,297
-590
| -20% | -$72.7K | 0.08% | 120 |
|
|
2022
Q3 | $766K | Buy |
2,887
+124
| +4% | +$32.9K | 0.26% | 51 |
|
|
2022
Q2 | $620K | Buy |
2,763
+636
| +30% | +$143K | 0.2% | 54 |
|
|
2022
Q1 | $764K | Buy |
2,127
+270
| +15% | +$97K | 0.23% | 44 |
|
|
2021
Q4 | $654K | Buy |
1,857
+570
| +44% | +$201K | 0.19% | 41 |
|
|
2021
Q3 | $333K | Buy |
1,287
+153
| +13% | +$39.6K | 0.11% | 67 |
|
|
2021
Q2 | $257K | Buy |
1,134
+156
| +16% | +$35.4K | 0.09% | 82 |
|
|
2021
Q1 | $218K | Buy |
+978
| New | +$218K | 0.09% | 85 |
|