PRW Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Sell |
5,676
-252
| -4% | -$49.7K | 0.43% | 34 |
|
|
2023
Q2 | $1.72M | Buy |
5,928
+1,666
| +39% | +$484K | 0.59% | 22 |
|
|
2023
Q1 | $700K | Buy |
4,262
+1,478
| +53% | +$243K | 0.27% | 43 |
|
|
2022
Q4 | $343K | Sell |
2,784
-5,087
| -65% | -$627K | 0.15% | 41 |
|
|
2022
Q3 | $2.09M | Buy |
7,871
+449
| +6% | +$119K | 1% | 19 |
|
|
2022
Q2 | $1.67M | Buy |
7,422
+192
| +3% | +$43.1K | 0.98% | 22 |
|
|
2022
Q1 | $2.6M | Sell |
7,230
-867
| -11% | -$311K | 1.15% | 24 |
|
|
2021
Q4 | $2.85M | Buy |
8,097
+114
| +1% | +$40.2K | 1.33% | 21 |
|
|
2021
Q3 | $2.06M | Buy |
+7,983
| New | +$2.06M | 1.03% | 23 |
|
|
2021
Q2 | – | Sell |
-7,800
| Closed | -$1.74M | – | 297 |
|
|
2021
Q1 | $1.74M | Sell |
7,800
-1,176
| -13% | -$262K | 0.85% | 27 |
|
|
2020
Q4 | $2.11M | Sell |
8,976
-678
| -7% | -$159K | 1.19% | 19 |
|
|
2020
Q3 | $1.38M | Sell |
9,654
-4,866
| -34% | -$696K | 0.99% | 24 |
|
|
2020
Q2 | $1.05M | Buy |
14,520
+8,670
| +148% | +$624K | 0.83% | 28 |
|
|
2020
Q1 | $204K | Buy |
+5,850
| New | +$204K | 0.25% | 60 |
|
|
2019
Q2 | – | Sell |
-120
| Closed | -$2K | – | 623 |
|
|
2019
Q1 | $2K | Sell |
120
-240
| -67% | -$4K | ﹤0.01% | 531 |
|
|
2018
Q4 | $8K | Buy |
+360
| New | +$8K | 0.01% | 312 |
|