Planning Center Inc’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,863
| Closed | -$403K | – | 71 |
|
|
2022
Q3 | $403K | Sell |
1,863
-792
| -30% | -$171K | 0.32% | 23 |
|
|
2022
Q2 | $615K | Buy |
2,655
+180
| +7% | +$41.7K | 0.48% | 18 |
|
|
2022
Q1 | $889K | Sell |
2,475
-15
| -0.6% | -$5.39K | 2.55% | 11 |
|
|
2021
Q4 | $752K | Buy |
+2,490
| New | +$752K | 0.6% | 16 |
|