Live Oak Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,482
| Closed | -$532K | – | 178 |
|
|
2022
Q1 | $532K | Buy |
1,482
+24
| +2% | +$8.62K | 0.1% | 118 |
|
|
2021
Q4 | $514K | Hold |
1,458
| – | – | 0.1% | 121 |
|
|
2021
Q3 | $377K | Sell |
1,458
-192
| -12% | -$49.6K | 0.08% | 134 |
|
|
2021
Q2 | $374K | Hold |
1,650
| – | – | 0.08% | 128 |
|
|
2021
Q1 | $367K | Hold |
1,650
| – | – | 0.09% | 122 |
|
|
2020
Q4 | $388K | Hold |
1,650
| – | – | 0.11% | 114 |
|
|
2020
Q3 | $236K | Buy |
+1,650
| New | +$236K | 0.08% | 119 |
|