Peterson Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $35.2K | Buy |
+134
| New | +$35.2K | 0.14% | 114 |
|
2023
Q1 | – | Sell |
-5,960
| Closed | -$734K | – | 68 |
|
2022
Q4 | $734K | Sell |
5,960
-3,168
| -35% | -$390K | 0.97% | 48 |
|
2022
Q3 | $2.42M | Buy |
9,128
+965
| +12% | +$256K | 2.35% | 7 |
|
2022
Q2 | $1.83M | Buy |
8,163
+495
| +6% | +$111K | 1.72% | 16 |
|
2022
Q1 | $2.75M | Buy |
7,668
+270
| +4% | +$97K | 2.28% | 8 |
|
2021
Q4 | $2.61M | Buy |
+7,398
| New | +$2.61M | 2.13% | 10 |
|