Lehman & Derafelo Financial Resources’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,558
| Closed | -$413K | – | 182 |
|
2022
Q3 | $413K | Buy |
1,558
+190
| +14% | +$50.4K | 0.13% | 61 |
|
2022
Q2 | $307K | Buy |
1,368
+186
| +16% | +$41.7K | 0.1% | 79 |
|
2022
Q1 | $425K | Hold |
1,182
| – | – | 0.12% | 71 |
|
2021
Q4 | $416K | Sell |
1,182
-858
| -42% | -$302K | 0.13% | 64 |
|
2021
Q3 | $527K | Sell |
2,040
-150
| -7% | -$38.8K | 0.17% | 59 |
|
2021
Q2 | $496K | Buy |
2,190
+183
| +9% | +$41.4K | 0.14% | 65 |
|
2021
Q1 | $447K | Sell |
2,007
-984
| -33% | -$219K | 0.13% | 72 |
|
2020
Q4 | $704K | Buy |
2,991
+495
| +20% | +$117K | 0.21% | 58 |
|
2020
Q3 | $357K | Buy |
+2,496
| New | +$357K | 0.11% | 67 |
|