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Regal Wealth Group’s Tesla TSLA Stock Holding History

Regal Wealth Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$362K Sell
1,521
-83
-5% -$19.7K 0.22% 33
2023
Q3 		$401K Hold
1,604
– – 0.27% 29
2023
Q2 		$440K Hold
1,604
– – 0.29% 29
2023
Q1 		$290K Buy
+1,604
New +$290K 0.21% 40
2022
Q4 		– Sell
-1,609
Closed -$357K – 46
2022
Q3 		$357K Buy
1,609
+4
+0.2% +$888 0.28% 28
2022
Q2 		$360K Sell
1,605
-15
-0.9% -$3.36K 0.26% 35
2022
Q1 		$527K Hold
1,620
– – 0.33% 27
2021
Q4 		$571K Sell
1,620
-18
-1% -$6.34K 0.32% 27
2021
Q3 		$423K Hold
1,638
– – 0.25% 32
2021
Q2 		$371K Sell
1,638
-738
-31% -$167K 0.22% 36
2021
Q1 		$529K Hold
2,376
– – 0.31% 25
2020
Q4 		$559K Buy
2,376
+3
+0.1% +$706 0.34% 25
2020
Q3 		$339K Buy
2,373
+3
+0.1% +$429 0.26% 31
2020
Q2 		$171K Hold
2,370
– – 0.14% 45
2020
Q1 		$83K Hold
2,370
– – 0.08% 56
2019
Q4 		$66K Sell
2,370
-3,000
-56% -$83.5K 0.04% 73
2019
Q3 		$86K Hold
5,370
– – 0.06% 58
2019
Q2 		$80K Buy
5,370
+3,000
+127% +$44.7K 0.06% 64
2019
Q1 		$44K Hold
2,370
– – 0.03% 78
2018
Q4 		$53K Hold
2,370
– – 0.05% 70
2018
Q3 		$42K Hold
2,370
– – 0.03% 80
2018
Q2 		$54K Hold
2,370
– – 0.06% 74
2018
Q1 		$42K Hold
2,370
– – 0.03% 79
2017
Q4 		$49K Hold
2,370
– – 0.03% 77
2017
Q3 		$54K Hold
2,370
– – 0.04% 68
2017
Q2 		$57K Sell
2,370
-195
-8% -$4.69K 0.04% 69
2017
Q1 		$48K Hold
2,565
– – 0.04% 72
2016
Q4 		$37K Hold
2,565
– – 0.03% 75
2016
Q3 		$35K Hold
2,565
– – 0.03% 73
2016
Q2 		$36K Hold
2,565
– – 0.03% 70
2016
Q1 		$39K Hold
2,565
– – 0.04% 71
2015
Q4 		$41K Buy
+2,565
New +$41K 0.04% 70