Meristem Family Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.92M | Buy |
5,352
+2,163
| +68% | +$777K | 0.21% | 53 |
|
|
2021
Q4 | $1.12M | Sell |
3,189
-786
| -20% | -$277K | 0.1% | 119 |
|
|
2021
Q3 | $1.03M | Buy |
3,975
+2,205
| +125% | +$570K | 0.1% | 128 |
|
|
2021
Q2 | $401K | Hold |
1,770
| – | – | 0.06% | 197 |
|
|
2021
Q1 | $394K | Hold |
1,770
| – | – | 0.08% | 150 |
|
|
2020
Q4 | $416K | Buy |
1,770
+270
| +18% | +$63.5K | 0.09% | 138 |
|
|
2020
Q3 | $215K | Buy |
+1,500
| New | +$215K | 0.06% | 176 |
|