Lenox Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.28M | Buy |
6,657
+273
| +4% | +$93.3K | 0.29% | 27 |
|
|
2021
Q4 | $2.25M | Sell |
6,384
-147
| -2% | -$51.8K | 0.27% | 30 |
|
|
2021
Q3 | $1.69M | Buy |
6,531
+9
| +0.1% | +$2.33K | 0.22% | 31 |
|
|
2021
Q2 | $1.48M | Hold |
6,522
| – | – | 0.19% | 37 |
|
|
2021
Q1 | $1.45M | Buy |
6,522
+2,796
| +75% | +$622K | 0.2% | 27 |
|
|
2020
Q4 | $876K | Sell |
3,726
-399
| -10% | -$93.8K | 0.12% | 36 |
|
|
2020
Q3 | $590K | Buy |
4,125
+1,020
| +33% | +$146K | 0.09% | 43 |
|
|
2020
Q2 | $224K | Sell |
3,105
-210
| -6% | -$15.2K | 0.04% | 64 |
|
|
2020
Q1 | $116K | Buy |
3,315
+1,500
| +83% | +$52.5K | 0.02% | 86 |
|
|
2019
Q4 | $51K | Buy |
1,815
+315
| +21% | +$8.85K | 0.01% | 175 |
|
|
2019
Q3 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 274 |
|
|
2019
Q2 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 219 |
|
|
2019
Q1 | $28K | Hold |
1,500
| – | – | 0.01% | 180 |
|
|
2018
Q4 | $33K | Hold |
1,500
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $26K | Hold |
1,500
| – | – | 0.01% | 188 |
|
|
2018
Q2 | $34K | Hold |
1,500
| – | – | 0.01% | 180 |
|
|
2018
Q1 | $27K | Hold |
1,500
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $31K | Hold |
1,500
| – | – | 0.01% | 121 |
|
|
2017
Q3 | $34K | Sell |
1,500
-150
| -9% | -$3.4K | 0.01% | 59 |
|
|
2017
Q2 | $40K | Buy |
1,650
+150
| +10% | +$3.64K | 0.01% | 70 |
|
|
2017
Q1 | $28K | Buy |
+1,500
| New | +$28K | 0.01% | 58 |
|
|
2016
Q4 | – | Sell |
-345
| Closed | -$5K | – | 180 |
|
|
2016
Q3 | $5K | Hold |
345
| – | – | ﹤0.01% | 188 |
|
|
2016
Q2 | $5K | Hold |
345
| – | – | ﹤0.01% | 194 |
|
|
2016
Q1 | $5K | Sell |
345
-210
| -38% | -$3.04K | ﹤0.01% | 197 |
|
|
2015
Q4 | $9K | Buy |
+555
| New | +$9K | ﹤0.01% | 186 |
|