LMCG Investments’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-773
| Closed | -$202K | – | 299 |
|
2023
Q2 | $202K | Sell |
773
-18,434
| -96% | -$4.83M | 0.01% | 288 |
|
2023
Q1 | $3.98M | Buy |
19,207
+2,007
| +12% | +$416K | 0.27% | 105 |
|
2022
Q4 | $2.12M | Sell |
17,200
-1,458
| -8% | -$180K | 0.15% | 147 |
|
2022
Q3 | $4.95M | Buy |
18,658
+9,277
| +99% | +$2.46M | 0.36% | 83 |
|
2022
Q2 | $2.11M | Buy |
9,381
+105
| +1% | +$23.6K | 0.15% | 154 |
|
2022
Q1 | $3.33M | Buy |
+9,276
| New | +$3.33M | 0.19% | 131 |
|