My Personal CFO LLC’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 |
-1,537
| Closed | -$304K | – | 101 |
|
2024
Q2 | $304K | Sell |
1,537
-106
| -6% | -$21K | 0.16% | 85 |
|
2024
Q1 | $289K | Buy |
1,643
+322
| +24% | +$56.6K | 0.17% | 83 |
|
2023
Q4 | $328K | Buy |
1,321
+240
| +22% | +$59.6K | 0.21% | 74 |
|
2023
Q3 | $270K | Buy |
1,081
+23
| +2% | +$5.76K | 0.22% | 70 |
|
2023
Q2 | $277K | Sell |
1,058
-56
| -5% | -$14.7K | 0.22% | 67 |
|
2023
Q1 | $231K | Buy |
1,114
+76
| +7% | +$15.8K | 0.2% | 71 |
|
2022
Q4 | $128K | Buy |
+1,038
| New | +$128K | 0.12% | 78 |
|