PFA
Plotkin Financial Advisors’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,237
| Closed | -$321K | – | 99 |
|
2025
Q1 | $321K | Buy |
+1,237
| New | +$321K | 0.2% | 70 |
|
2023
Q3 | – | Sell |
-801
| Closed | -$210K | – | 81 |
|
2023
Q2 | $210K | Buy |
+801
| New | +$210K | 0.17% | 74 |
|
2022
Q1 | – | Sell |
-250
| Closed | -$264K | – | 91 |
|
2021
Q4 | $264K | Sell |
250
-550
| -69% | -$581K | 0.17% | 70 |
|
2021
Q3 | $620K | Sell |
800
-350
| -30% | -$271K | 0.37% | 47 |
|
2021
Q2 | $782K | Sell |
1,150
-100
| -8% | -$68K | 0.43% | 47 |
|
2021
Q1 | $835K | Buy |
1,250
+600
| +92% | +$401K | 0.51% | 38 |
|
2020
Q4 | $459K | Sell |
650
-960
| -60% | -$677K | 0.3% | 43 |
|
2020
Q3 | $691K | Buy |
1,610
+1,410
| +705% | +$605K | 0.76% | 30 |
|
2020
Q2 | $216K | Buy |
+200
| New | +$216K | 0.18% | 57 |
|