Lee Financial Group Hawaii’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,106
| Closed | -$230K | – | 31 |
|
|
2023
Q2 | $230K | Buy |
1,106
+16
| +1% | +$3.33K | 0.21% | 29 |
|
|
2023
Q1 | $226K | Buy |
+1,090
| New | +$226K | 0.23% | 25 |
|
|
2022
Q4 | – | Sell |
-262,598
| Closed | -$990 | – | 34 |
|
|
2022
Q3 | $990 | Buy |
262,598
+261,608
| +26,425% | +$986 | 0.8% | 16 |
|
|
2022
Q2 | $222K | Sell |
990
-372
| -27% | -$83.4K | 0.22% | 31 |
|
|
2022
Q1 | $552 | Buy |
+1,362
| New | +$552 | 0.38% | 24 |
|
|
2021
Q4 | – | Sell |
-990
| Closed | -$256K | – | 39 |
|
|
2021
Q3 | $256K | Hold |
990
| – | – | 0.19% | 36 |
|
|
2021
Q2 | $224K | Buy |
+990
| New | +$224K | 0.16% | 36 |
|
|
2018
Q2 | – | Sell |
-137,565
| Closed | -$2.44M | – | 32 |
|
|
2018
Q1 | $2.44M | Sell |
137,565
-7,110
| -5% | -$126K | 2.35% | 17 |
|
|
2017
Q4 | $3M | Buy |
+144,675
| New | +$3M | 2.79% | 12 |
|