Private Wealth Strategies’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,027
Closed -$255K 79
2023
Q4
$255K Hold
1,027
0.06% 60
2023
Q3
$257K Buy
1,027
+30
+3% +$7.51K 0.06% 58
2023
Q2
$261K Sell
997
-240
-19% -$62.8K 0.06% 63
2023
Q1
$257K Buy
+1,237
New +$257K 0.07% 62