MRWM
ML&R Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $283K | Sell |
1,612
-167
| -9% | -$29.4K | 0.07% | 58 |
|
|
2023
Q4 | $442K | Sell |
1,779
-40
| -2% | -$9.94K | 0.1% | 46 |
|
|
2023
Q3 | $455K | Buy |
1,819
+46
| +3% | +$11.5K | 0.12% | 39 |
|
|
2023
Q2 | $464K | Sell |
1,773
-8
| -0.4% | -$2.09K | 0.1% | 63 |
|
|
2023
Q1 | $369K | Buy |
1,781
+43
| +2% | +$8.92K | 0.1% | 48 |
|
|
2022
Q4 | $214K | Sell |
1,738
-46
| -3% | -$5.67K | 0.06% | 52 |
|
|
2022
Q3 | $473K | Buy |
1,784
+1,217
| +215% | +$323K | 0.16% | 42 |
|
|
2022
Q2 | $382K | Sell |
567
-475
| -46% | -$320K | 0.17% | 31 |
|
|
2022
Q1 | $1.12M | Buy |
1,042
+17
| +2% | +$18.3K | 0.41% | 14 |
|
|
2021
Q4 | $1.08M | Buy |
+1,025
| New | +$1.08M | 0.4% | 13 |
|