Northstar Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $596K | Sell |
4,170
-960
| -19% | -$137K | 0.28% | 83 |
|
|
2020
Q2 | $369K | Buy |
+5,130
| New | +$369K | 0.15% | 124 |
|
|
2020
Q1 | – | Sell |
-13,830
| Closed | -$385K | – | 182 |
|
|
2019
Q4 | $385K | Buy |
13,830
+405
| +3% | +$11.3K | 0.16% | 130 |
|
|
2019
Q3 | $216K | Sell |
13,425
-4,725
| -26% | -$76K | 0.09% | 167 |
|
|
2019
Q2 | $270K | Buy |
18,150
+1,095
| +6% | +$16.3K | 0.12% | 152 |
|
|
2019
Q1 | $318K | Hold |
17,055
| – | – | 0.15% | 138 |
|
|
2018
Q4 | $378K | Sell |
17,055
-30
| -0.2% | -$665 | 0.2% | 116 |
|
|
2018
Q3 | $301K | Sell |
17,085
-3,135
| -16% | -$55.2K | 0.14% | 136 |
|
|
2018
Q2 | $462K | Sell |
20,220
-2,790
| -12% | -$63.7K | 0.23% | 115 |
|
|
2018
Q1 | $408K | Buy |
+23,010
| New | +$408K | 0.21% | 122 |
|