Oak Harbor Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,600
| Closed | -$1.14M | – | 234 |
|
2023
Q4 | $1.14M | Sell |
4,600
-50
| -1% | -$12.4K | 0.38% | 68 |
|
2023
Q3 | $1.16M | Hold |
4,650
| – | – | 0.41% | 67 |
|
2023
Q2 | $1.22M | Sell |
4,650
-34
| -0.7% | -$8.9K | 0.42% | 69 |
|
2023
Q1 | $972K | Sell |
4,684
-19
| -0.4% | -$3.94K | 0.35% | 72 |
|
2022
Q4 | $579K | Sell |
4,703
-76
| -2% | -$9.36K | 0.22% | 88 |
|
2022
Q3 | $1.27M | Hold |
4,779
| – | – | 0.5% | 54 |
|
2022
Q2 | $1.07M | Sell |
4,779
-174
| -4% | -$39.1K | 0.43% | 62 |
|
2022
Q1 | $1.78M | Buy |
4,953
+144
| +3% | +$51.7K | 0.58% | 46 |
|
2021
Q4 | $1.69M | Buy |
+4,809
| New | +$1.69M | 0.58% | 48 |
|