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 |
|