MWVC
Morgens Waterfall Vintiadis & Co’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,500
| Closed | -$519K | – | 39 |
|
|
2023
Q1 | $519K | Buy |
+2,500
| New | +$519K | 0.43% | 31 |
|
|
2020
Q3 | – | Sell |
-5,000
| Closed | -$5.4M | – | 34 |
|
|
2020
Q2 | $5.4M | Buy |
+5,000
| New | +$5.4M | 3.47% | 11 |
|
|
2018
Q3 | – | Sell |
-11,000
| Closed | -$3.77M | – | 67 |
|
|
2018
Q2 | $3.77M | Buy |
11,000
+200
| +2% | +$68.6K | 2.67% | 15 |
|
|
2018
Q1 | $2.87M | Sell |
10,800
-2,250
| -17% | -$599K | 2.19% | 21 |
|
|
2017
Q4 | $4.06M | Buy |
13,050
+950
| +8% | +$296K | 3.2% | 16 |
|
|
2017
Q3 | $4.13M | Hold |
12,100
| – | – | 3.46% | 8 |
|
|
2017
Q2 | $4.38M | Hold |
12,100
| – | – | 4.25% | 2 |
|
|
2017
Q1 | $3.37M | Buy |
12,100
+3,100
| +34% | +$863K | 2.98% | 10 |
|
|
2016
Q4 | $1.92M | Buy |
+9,000
| New | +$1.92M | 1.84% | 24 |
|
|
2015
Q3 | – | Sell |
-8,000
| Closed | -$2.15M | – | 47 |
|
|
2015
Q2 | $2.15M | Hold |
8,000
| – | – | 1.35% | 35 |
|
|
2015
Q1 | $1.51M | Buy |
+8,000
| New | +$1.51M | 0.97% | 35 |
|
|
2014
Q4 | – | Sell |
-7,300
| Closed | -$1.77M | – | 46 |
|
|
2014
Q3 | $1.77M | Buy |
+7,300
| New | +$1.77M | 1.24% | 24 |
|
|
2014
Q2 | – | Sell |
-10,000
| Closed | -$2.09M | – | 49 |
|
|
2014
Q1 | $2.09M | Sell |
10,000
-4,000
| -29% | -$834K | 1.26% | 30 |
|
|
2013
Q4 | $2.11M | Buy |
14,000
+4,000
| +40% | +$602K | 1.44% | 28 |
|
|
2013
Q3 | $1.93M | Sell |
10,000
-5,000
| -33% | -$967K | 1.42% | 25 |
|
|
2013
Q2 | $1.61M | Buy |
+15,000
| New | +$1.61M | 1.23% | 27 |
|