Patten Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$33K | – | 504 |
|
|
2018
Q4 | $33K | Hold |
1,500
| – | – | 0.02% | 328 |
|
|
2018
Q3 | $26K | Hold |
1,500
| – | – | 0.01% | 391 |
|
|
2018
Q2 | $34K | Sell |
1,500
-2,940
| -66% | -$66.6K | 0.01% | 363 |
|
|
2018
Q1 | $79K | Sell |
4,440
-675
| -13% | -$12K | 0.03% | 270 |
|
|
2017
Q4 | $106K | Sell |
5,115
-3,750
| -42% | -$77.7K | 0.04% | 249 |
|
|
2017
Q3 | $202K | Hold |
8,865
| – | – | 0.08% | 192 |
|
|
2017
Q2 | $211K | Hold |
8,865
| – | – | 0.09% | 188 |
|
|
2017
Q1 | $179K | Hold |
8,865
| – | – | 0.08% | 185 |
|
|
2016
Q4 | $149K | Sell |
8,865
-945
| -10% | -$15.9K | 0.07% | 199 |
|
|
2016
Q3 | $131K | Hold |
9,810
| – | – | 0.06% | 213 |
|
|
2016
Q2 | $139K | Buy |
9,810
+225
| +2% | +$3.18K | 0.07% | 200 |
|
|
2016
Q1 | $147K | Buy |
9,585
+2,355
| +33% | +$36.1K | 0.07% | 195 |
|
|
2015
Q4 | $116K | Hold |
7,230
| – | – | 0.06% | 219 |
|
|
2015
Q3 | $120K | Buy |
7,230
+150
| +2% | +$2.48K | 0.06% | 213 |
|
|
2015
Q2 | $127K | Buy |
+7,080
| New | +$127K | 0.06% | 213 |
|