Peak Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-756
| Closed | -$272K | – | 87 |
|
|
2022
Q1 | $272K | Sell |
756
-15
| -2% | -$5.4K | 0.23% | 67 |
|
|
2021
Q4 | $272K | Sell |
771
-1,047
| -58% | -$369K | 0.21% | 63 |
|
|
2021
Q3 | $470K | Hold |
1,818
| – | – | 0.41% | 40 |
|
|
2021
Q2 | $412K | Buy |
1,818
+312
| +21% | +$70.7K | 0.35% | 52 |
|
|
2021
Q1 | $335K | Sell |
1,506
-1,494
| -50% | -$332K | 0.28% | 57 |
|
|
2020
Q4 | $706K | Buy |
+3,000
| New | +$706K | 0.61% | 43 |
|