New Wave Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Buy |
3,437
+357
| +12% | +$113K | 0.46% | 45 |
|
2025
Q1 | $798K | Sell |
3,080
-369
| -11% | -$95.6K | 0.36% | 50 |
|
2024
Q4 | $1.39M | Sell |
3,449
-104
| -3% | -$42K | 0.57% | 39 |
|
2024
Q3 | $930K | Buy |
3,553
+1,185
| +50% | +$310K | 0.43% | 44 |
|
2024
Q2 | $469K | Buy |
+2,368
| New | +$469K | 0.25% | 64 |
|