Security National Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $187K | Hold |
825
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $187K | Hold |
825
| – | – | 0.04% | 173 |
|
|
2021
Q1 | $184K | Hold |
825
| – | – | 0.04% | 170 |
|
|
2020
Q4 | $194K | Buy |
825
+30
| +4% | +$7.06K | 0.05% | 163 |
|
|
2020
Q3 | $113K | Buy |
795
+45
| +6% | +$6.4K | 0.03% | 195 |
|
|
2020
Q2 | $54K | Sell |
750
-135
| -15% | -$9.72K | 0.02% | 247 |
|
|
2020
Q1 | $31K | Hold |
885
| – | – | 0.01% | 276 |
|
|
2019
Q4 | $25K | Buy |
885
+135
| +18% | +$3.81K | 0.01% | 304 |
|
|
2019
Q3 | $12K | Hold |
750
| – | – | ﹤0.01% | 313 |
|
|
2019
Q2 | $11K | Hold |
750
| – | – | ﹤0.01% | 326 |
|
|
2019
Q1 | $14K | Hold |
750
| – | – | ﹤0.01% | 317 |
|
|
2018
Q4 | $17K | Hold |
750
| – | – | 0.01% | 284 |
|
|
2018
Q3 | $13K | Hold |
750
| – | – | ﹤0.01% | 324 |
|
|
2018
Q2 | $17K | Hold |
750
| – | – | 0.01% | 317 |
|
|
2018
Q1 | $13K | Hold |
750
| – | – | ﹤0.01% | 328 |
|
|
2017
Q4 | $16K | Hold |
750
| – | – | 0.01% | 314 |
|
|
2017
Q3 | $17K | Hold |
750
| – | – | 0.01% | 317 |
|
|
2017
Q2 | $18K | Hold |
750
| – | – | 0.01% | 331 |
|
|
2017
Q1 | $14K | Hold |
750
| – | – | ﹤0.01% | 340 |
|
|
2016
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 362 |
|
|
2016
Q3 | $10K | Hold |
750
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $11K | Hold |
750
| – | – | ﹤0.01% | 365 |
|
|
2016
Q1 | $11K | Hold |
750
| – | – | ﹤0.01% | 371 |
|
|
2015
Q4 | $12K | Hold |
750
| – | – | ﹤0.01% | 359 |
|
|
2015
Q3 | $12K | Buy |
+750
| New | +$12K | ﹤0.01% | 364 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$4K | – | 541 |
|
|
2014
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 481 |
|
|
2013
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
|
2013
Q3 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 457 |
|