New England Guild Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,575
| Closed | -$418K | – | 71 |
|
|
2022
Q3 | $418K | Sell |
1,575
-15
| -0.9% | -$3.98K | 0.25% | 47 |
|
|
2022
Q2 | $357K | Buy |
1,590
+30
| +2% | +$6.74K | 0.22% | 48 |
|
|
2022
Q1 | $560K | Buy |
1,560
+300
| +24% | +$108K | 0.3% | 44 |
|
|
2021
Q4 | $444K | Hold |
1,260
| – | – | 0.22% | 49 |
|
|
2021
Q3 | $326K | Buy |
1,260
+75
| +6% | +$19.4K | 0.17% | 53 |
|
|
2021
Q2 | $268K | Hold |
1,185
| – | – | 0.15% | 58 |
|
|
2021
Q1 | $264K | Hold |
1,185
| – | – | 0.15% | 54 |
|
|
2020
Q4 | $279K | Buy |
+1,185
| New | +$279K | 0.17% | 49 |
|