Provence Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $3.05M | Buy |
12,273
+865
| +8% | +$215K | 1.64% | 15 |
|
2023
Q3 | $2.85M | Buy |
11,408
+620
| +6% | +$155K | 1.75% | 13 |
|
2023
Q2 | $2.82M | Sell |
10,788
-933
| -8% | -$244K | 1.66% | 13 |
|
2023
Q1 | $2.43M | Buy |
11,721
+2,797
| +31% | +$580K | 1.62% | 13 |
|
2022
Q4 | $1.1M | Buy |
8,924
+3,266
| +58% | +$402K | 0.9% | 23 |
|
2022
Q3 | $1.5M | Buy |
5,658
+135
| +2% | +$35.8K | 1.96% | 14 |
|
2022
Q2 | $1.24M | Sell |
5,523
-126
| -2% | -$28.3K | 1.63% | 16 |
|
2022
Q1 | $2.03M | Sell |
5,649
-261
| -4% | -$93.7K | 2.32% | 12 |
|
2021
Q4 | $2.08M | Buy |
+5,910
| New | +$2.08M | 2.35% | 11 |
|