Ropes Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $927K | Sell |
3,703
-232
| -6% | -$58.1K | 0.18% | 109 |
|
|
2023
Q2 | $1.03M | Buy |
3,935
+284
| +8% | +$74.3K | 0.17% | 117 |
|
|
2023
Q1 | $757K | Sell |
3,651
-41
| -1% | -$8.51K | 0.14% | 139 |
|
|
2022
Q4 | $455K | Sell |
3,692
-5,309
| -59% | -$654K | 0.08% | 175 |
|
|
2022
Q3 | $2.39M | Buy |
9,001
+151
| +2% | +$40.1K | 0.5% | 52 |
|
|
2022
Q2 | $1.99M | Sell |
8,850
-1,071
| -11% | -$240K | 0.41% | 63 |
|
|
2022
Q1 | $3.56M | Sell |
9,921
-1,134
| -10% | -$407K | 0.61% | 42 |
|
|
2021
Q4 | $3.89M | Buy |
11,055
+315
| +3% | +$111K | 0.69% | 40 |
|
|
2021
Q3 | $2.78M | Sell |
10,740
-231
| -2% | -$59.7K | 0.44% | 55 |
|
|
2021
Q2 | $2.49M | Hold |
10,971
| – | – | 0.39% | 62 |
|
|
2021
Q1 | $2.26M | Sell |
10,971
-579
| -5% | -$119K | 0.4% | 65 |
|
|
2020
Q4 | $2.72M | Buy |
11,550
+75
| +0.7% | +$17.6K | 0.42% | 47 |
|
|
2020
Q3 | $1.64M | Buy |
11,475
+1,830
| +19% | +$262K | 0.32% | 65 |
|
|
2020
Q2 | $694K | Hold |
9,645
| – | – | 0.14% | 112 |
|
|
2020
Q1 | $337K | Sell |
9,645
-1,200
| -11% | -$41.9K | 0.09% | 143 |
|
|
2019
Q4 | $302K | Sell |
10,845
-150
| -1% | -$4.18K | 0.07% | 176 |
|
|
2019
Q3 | $177K | Sell |
10,995
-6,165
| -36% | -$99.2K | 0.04% | 225 |
|
|
2019
Q2 | $256K | Hold |
17,160
| – | – | 0.05% | 203 |
|
|
2019
Q1 | $320K | Hold |
17,160
| – | – | 0.08% | 176 |
|
|
2018
Q4 | $381K | Hold |
17,160
| – | – | 0.11% | 153 |
|
|
2018
Q3 | $303K | Buy |
17,160
+1,845
| +12% | +$32.6K | 0.07% | 187 |
|
|
2018
Q2 | $350K | Buy |
15,315
+120
| +0.8% | +$2.74K | 0.09% | 179 |
|
|
2018
Q1 | $270K | Buy |
15,195
+30
| +0.2% | +$533 | 0.07% | 196 |
|
|
2017
Q4 | $315K | Hold |
15,165
| – | – | 0.08% | 182 |
|
|
2017
Q3 | $345K | Hold |
15,165
| – | – | 0.09% | 173 |
|
|
2017
Q2 | $366K | Buy |
+15,165
| New | +$366K | 0.1% | 164 |
|