Reilly Financial Advisors’s Tesla TSLA Stock Holding History

Reilly Financial Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$3.69M	Sell	10,461 -276	-3%	-$97.2K	0.27%	68
2021 Q3	$2.78M	Buy	10,737 +462	+4%	+$119K	0.24%	70
2021 Q2	$2.33M	Buy	10,275 +495	+5%	+$112K	0.19%	82
2021 Q1	$2.18M	Buy	9,780 +4,212	+76%	+$938K	0.19%	78
2020 Q4	$1.31M	Sell	5,568 -393	-7%	-$92.5K	0.12%	103
2020 Q3	$852K	Sell	5,961 -594	-9%	-$84.9K	0.09%	107
2020 Q2	$472K	Buy	6,555 +1,875	+40%	+$135K	0.06%	128
2020 Q1	$163K	Buy	4,680 +3,660	+359%	+$127K	0.02%	179
2019 Q4	$28K	Sell	1,020 -1,500	-60%	-$41.2K	﹤0.01%	434
2019 Q3	$40K	Sell	2,520 -3,000	-54%	-$47.6K	﹤0.01%	374
2019 Q2	$82K	Buy	5,520 +1,500	+37%	+$22.3K	0.01%	274
2019 Q1	$75K	Buy	4,020 +1,380	+52%	+$25.7K	0.01%	281
2018 Q4	$59K	Buy	2,640 +225	+9%	+$5.03K	0.01%	298
2018 Q3	$43K	Sell	2,415 -285	-11%	-$5.08K	0.01%	395
2018 Q2	$62K	Sell	2,700 -3,555	-57%	-$81.6K	0.01%	281
2018 Q1	$111K	Hold	6,255	–	–	0.02%	210
2017 Q4	$130K	Sell	6,255 -1,125	-15%	-$23.4K	0.02%	197
2017 Q3	$168K	Hold	7,380	–	–	0.03%	166
2017 Q2	$178K	Hold	7,380	–	–	0.03%	160
2017 Q1	$137K	Sell	7,380 -645	-8%	-$12K	0.02%	170
2016 Q4	$114K	Buy	8,025 +645	+9%	+$9.16K	0.02%	184
2016 Q3	$100K	Buy	7,380 +3,555	+93%	+$48.2K	0.02%	195
2016 Q2	$54K	Hold	3,825	–	–	0.01%	248
2016 Q1	$59K	Hold	3,825	–	–	0.01%	265
2015 Q4	$61K	Hold	3,825	–	–	0.01%	272
2015 Q3	$63K	Hold	3,825	–	–	0.01%	345
2015 Q2	$68K	Sell	3,825 -4,575	-54%	-$81.3K	0.01%	374
2015 Q1	$106K	Buy	+8,400	New	+$106K	0.02%	256
2014 Q4	–	Sell	-6,900	Closed	-$112K	–	862
2014 Q3	$112K	Buy	6,900 +900	+15%	+$14.6K	0.03%	172
2014 Q2	$96K	Hold	6,000	–	–	0.02%	190
2014 Q1	$83K	Sell	6,000 -750	-11%	-$10.4K	0.02%	197
2013 Q4	$68K	Buy	+6,750	New	+$68K	0.02%	211
2013 Q3	–	Sell	-750	Closed	-$6K	–	794
2013 Q2	$6K	Buy	+750	New	+$6K	﹤0.01%	594