Private Wealth Advisors (California)’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,956
Closed -$705K 102
2021
Q3
$705K Buy
1,956
+54
+3% +$19.5K 0.17% 66
2021
Q2
$431K Sell
1,902
-117
-6% -$26.5K 0.13% 67
2021
Q1
$450K Sell
2,019
-6
-0.3% -$1.34K 0.15% 62
2020
Q4
$577K Buy
+2,025
New +$577K 0.2% 50