S.R. Schill & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,630
| Closed | -$323K | – | 78 |
|
|
2024
Q2 | $323K | Hold |
1,630
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $287K | Sell |
1,630
-120
| -7% | -$21.1K | 0.12% | 67 |
|
|
2023
Q4 | $435K | Hold |
1,750
| – | – | 0.19% | 50 |
|
|
2023
Q3 | $438K | Buy |
1,750
+20
| +1% | +$5K | 0.21% | 46 |
|
|
2023
Q2 | $453K | Sell |
1,730
-79
| -4% | -$20.7K | 0.21% | 43 |
|
|
2023
Q1 | $375K | Buy |
+1,809
| New | +$375K | 0.17% | 47 |
|
|
2022
Q4 | – | Sell |
-2,082
| Closed | -$552K | – | 85 |
|
|
2022
Q3 | $552K | Buy |
2,082
+372
| +22% | +$98.6K | 0.29% | 30 |
|
|
2022
Q2 | $384K | Buy |
1,710
+585
| +52% | +$131K | 0.19% | 40 |
|
|
2022
Q1 | $404K | Hold |
1,125
| – | – | 0.17% | 47 |
|
|
2021
Q4 | $396K | Sell |
1,125
-1,815
| -62% | -$639K | 0.16% | 52 |
|
|
2021
Q3 | $760K | Buy |
2,940
+1,815
| +161% | +$469K | 0.33% | 33 |
|
|
2021
Q2 | $255K | Sell |
1,125
-588
| -34% | -$133K | 0.1% | 82 |
|
|
2021
Q1 | $381K | Sell |
1,713
-189
| -10% | -$42K | 0.17% | 55 |
|
|
2020
Q4 | $447K | Buy |
1,902
+372
| +24% | +$87.4K | 0.21% | 49 |
|
|
2020
Q3 | $219K | Buy |
+1,530
| New | +$219K | 0.11% | 69 |
|