Laurel Wealth Advisors (California)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.98M | Buy |
17,022
+286
| +2% | +$33.2K | 0.19% | 120 |
|
2022
Q3 | $4.44M | Buy |
16,736
+1,391
| +9% | +$369K | 0.47% | 48 |
|
2022
Q2 | $3.45M | Buy |
15,345
+411
| +3% | +$92.3K | 0.35% | 73 |
|
2022
Q1 | $5.37M | Sell |
14,934
-1,884
| -11% | -$677K | 0.44% | 49 |
|
2021
Q4 | $5.92M | Buy |
16,818
+8,511
| +102% | +$3M | 0.46% | 44 |
|
2021
Q3 | $2.15M | Sell |
8,307
-5,367
| -39% | -$1.39M | 0.39% | 50 |
|
2021
Q2 | $3.1M | Sell |
13,674
-15
| -0.1% | -$3.4K | 0.4% | 54 |
|
2021
Q1 | $3.05M | Sell |
13,689
-4,866
| -26% | -$1.08M | 0.46% | 49 |
|
2020
Q4 | $4.36M | Sell |
18,555
-1,533
| -8% | -$361K | 0.64% | 34 |
|
2020
Q3 | $2.87M | Sell |
20,088
-4,272
| -18% | -$611K | 0.47% | 51 |
|
2020
Q2 | $1.75M | Buy |
24,360
+9,945
| +69% | +$716K | 0.32% | 79 |
|
2020
Q1 | $503K | Sell |
14,415
-7,365
| -34% | -$257K | 0.12% | 198 |
|
2019
Q4 | $497K | Buy |
21,780
+8,730
| +67% | +$199K | 0.08% | 243 |
|
2019
Q3 | $210K | Sell |
13,050
-3,900
| -23% | -$62.8K | 0.04% | 421 |
|
2019
Q2 | $253K | Sell |
16,950
-30,930
| -65% | -$462K | 0.06% | 327 |
|
2019
Q1 | $893K | Buy |
47,880
+32,895
| +220% | +$614K | 0.22% | 123 |
|
2018
Q4 | $332K | Sell |
14,985
-4,365
| -23% | -$96.7K | 0.1% | 228 |
|
2018
Q3 | $341K | Sell |
19,350
-4,875
| -20% | -$85.9K | 0.08% | 245 |
|
2018
Q2 | $553K | Sell |
24,225
-1,920
| -7% | -$43.8K | 0.15% | 151 |
|
2018
Q1 | $463K | Buy |
26,145
+765
| +3% | +$13.5K | 0.14% | 174 |
|
2017
Q4 | $526K | Buy |
25,380
+7,275
| +40% | +$151K | 0.15% | 164 |
|
2017
Q3 | $411K | Buy |
18,105
+2,175
| +14% | +$49.4K | 0.14% | 173 |
|
2017
Q2 | $384K | Buy |
+15,930
| New | +$384K | 0.14% | 175 |
|
2016
Q2 | – | Sell |
-15,555
| Closed | -$238K | – | 295 |
|
2016
Q1 | $238K | Buy |
+15,555
| New | +$238K | 0.12% | 209 |
|