Milestone Investment Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-528
Closed -$132K 415
2023
Q3
$132K Buy
+528
New +$132K 0.04% 128
2023
Q2
Sell
-1,563
Closed -$324K 411
2023
Q1
$324K Buy
+1,563
New +$324K 0.1% 75