Moser Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-229
| Closed | -$45.3K | – | 150 |
|
2024
Q2 | $45.3K | Sell |
229
-671
| -75% | -$133K | 0.02% | 97 |
|
2024
Q1 | $158K | Sell |
900
-312
| -26% | -$54.8K | 0.09% | 78 |
|
2023
Q4 | $301K | Buy |
+1,212
| New | +$301K | 0.19% | 65 |
|
2022
Q4 | – | Sell |
-57
| Closed | -$15K | – | 154 |
|
2022
Q3 | $15K | Buy |
+57
| New | +$15K | 0.01% | 105 |
|
2020
Q3 | – | Sell |
-750
| Closed | -$54K | – | 122 |
|
2020
Q2 | $54K | Hold |
750
| – | – | 0.05% | 74 |
|
2020
Q1 | $26K | Sell |
750
-750
| -50% | -$26K | 0.03% | 88 |
|
2019
Q4 | $42K | Buy |
+1,500
| New | +$42K | 0.04% | 93 |
|