R.W. Roge & Company’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,230
| Closed | -$267K | – | 41 |
|
2022
Q3 | $267K | Hold |
1,230
| – | – | 0.19% | 27 |
|
2022
Q2 | $276K | Hold |
1,230
| – | – | 0.19% | 31 |
|
2022
Q1 | $442K | Hold |
1,230
| – | – | 0.31% | 27 |
|
2021
Q4 | $387K | Sell |
1,230
-30
| -2% | -$9.44K | 0.3% | 28 |
|
2021
Q3 | $363K | Buy |
+1,260
| New | +$363K | 0.22% | 27 |
|
2021
Q2 | – | Sell |
-960
| Closed | -$214K | – | 42 |
|
2021
Q1 | $214K | Buy |
960
+15
| +2% | +$3.34K | 0.14% | 36 |
|
2020
Q4 | $222K | Buy |
+945
| New | +$222K | 0.16% | 34 |
|