Legacy Wealth Partners’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.28M Sell
5,628
-369
-6% -$83.6K 0.71% 36
2021
Q1
$1.34M Sell
5,997
-603
-9% -$134K 0.78% 27
2020
Q4
$1.55M Sell
6,600
-828
-11% -$195K 0.98% 20
2020
Q3
$1.06M Sell
7,428
-4,542
-38% -$649K 0.75% 27
2020
Q2
$862K Sell
11,970
-2,040
-15% -$147K 0.65% 31
2020
Q1
$489K Buy
14,010
+2,850
+26% +$99.5K 0.46% 42
2019
Q4
$547K Buy
+11,160
New +$547K 0.4% 62