Personal Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-90
| Closed | -$20K | – | 366 |
|
2021
Q2 | $20K | Buy |
+90
| New | +$20K | 0.01% | 214 |
|
2020
Q1 | – | Sell |
-1,530
| Closed | -$43K | – | 560 |
|
2019
Q4 | $43K | Hold |
1,530
| – | – | 0.02% | 152 |
|
2019
Q3 | $25K | Buy |
1,530
+1,500
| +5,000% | +$24.5K | 0.01% | 187 |
|
2019
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 299 |
|