Lee Financial Group Hawaii’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,106	Closed	-$230K	–	31
2023 Q2	$230K	Buy	1,106 +16	+1%	+$3.2K	0.21%	29
2023 Q1	$226K	Buy	+1,090	New	+$190K	0.23%	25
2022 Q4	–	Sell	-262,598	Closed	-$990	–	34
2022 Q3	$990	Buy	262,598 +261,608	+26,425%	+$73.1M	0.8%	16
2022 Q2	$222K	Sell	990 -372	-27%	-$102K	0.22%	31
2022 Q1	$552	Buy	+1,362	New	+$424K	0.38%	24
2021 Q4	–	Sell	-990	Closed	-$256K	–	39
2021 Q3	$256K	Hold	990	–	–	0.19%	36
2021 Q2	$224K	Buy	+990	New	+$215K	0.16%	36
2018 Q2	–	Sell	-137,565	Closed	-$2.44M	–	32
2018 Q1	$2.44M	Sell	137,565 -7,110	-5%	-$156K	2.35%	17
2017 Q4	$3M	Buy	+144,675	New	+$3.15M	2.79%	12