RE Dickinson Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.45M | Hold |
360
| – | – | 0.08% | 55 |
|
|
2024
Q3 | $94.2K | Hold |
360
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $71.2K | Hold |
360
| – | – | 0.04% | 74 |
|
|
2024
Q1 | $63K | Hold |
360
| – | – | 0.04% | 74 |
|
|
2023
Q4 | $89K | Sell |
360
-15
| -4% | -$3.71K | 0.06% | 62 |
|
|
2023
Q3 | $94K | Hold |
375
| – | – | 0.07% | 60 |
|
|
2023
Q2 | $98K | Hold |
375
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $77K | Hold |
375
| – | – | 0.03% | 136 |
|
|
2022
Q4 | $47K | Hold |
375
| – | – | 0.02% | 148 |
|
|
2022
Q3 | $123K | Hold |
375
| – | – | 0.1% | 47 |
|
|
2022
Q2 | $84 | Hold |
375
| – | – | 0.01% | 62 |
|
|
2022
Q1 | $135K | Hold |
375
| – | – | 0.09% | 52 |
|
|
2021
Q4 | $132K | Buy |
+375
| New | +$132K | 0.1% | 47 |
|