Mosaic Family Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.31M | Sell |
6,564
-120
| -2% | -$42.3K | 0.6% | 24 |
|
|
2021
Q3 | $1.73M | Buy |
6,684
+228
| +4% | +$58.9K | 0.48% | 31 |
|
|
2021
Q2 | $1.46M | Sell |
6,456
-609
| -9% | -$138K | 0.42% | 36 |
|
|
2021
Q1 | $1.57M | Buy |
7,065
+312
| +5% | +$69.5K | 0.45% | 33 |
|
|
2020
Q4 | $1.59M | Hold |
6,753
| – | – | 0.53% | 33 |
|
|
2020
Q3 | $966K | Buy |
+6,753
| New | +$966K | 0.36% | 40 |
|
|
2019
Q2 | – | Sell |
-1,110
| Closed | -$21K | – | 568 |
|
|
2019
Q1 | $21K | Hold |
1,110
| – | – | 0.01% | 429 |
|
|
2018
Q4 | $25K | Hold |
1,110
| – | – | 0.01% | 400 |
|
|
2018
Q3 | $25K | Hold |
1,110
| – | – | 0.01% | 409 |
|
|
2018
Q2 | $25K | Hold |
1,110
| – | – | 0.01% | 437 |
|
|
2018
Q1 | $20K | Hold |
1,110
| – | – | 0.01% | 433 |
|
|
2017
Q4 | $23K | Hold |
1,110
| – | – | 0.01% | 430 |
|
|
2017
Q3 | $25K | Hold |
1,110
| – | – | 0.01% | 434 |
|
|
2017
Q2 | $27K | Hold |
1,110
| – | – | 0.01% | 386 |
|
|
2017
Q1 | $21K | Sell |
1,110
-120
| -10% | -$2.27K | 0.01% | 420 |
|
|
2016
Q4 | $18K | Hold |
1,230
| – | – | 0.01% | 448 |
|
|
2016
Q3 | $17K | Hold |
1,230
| – | – | 0.01% | 462 |
|
|
2016
Q2 | $18K | Buy |
1,230
+120
| +11% | +$1.76K | 0.01% | 460 |
|
|
2016
Q1 | $17K | Hold |
1,110
| – | – | 0.01% | 462 |
|
|
2015
Q4 | $17K | Buy |
+1,110
| New | +$17K | 0.01% | 470 |
|