Seneca Financial 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 | – | Sell |
-780
| Closed | -$204K | – | 54 |
|
|
2023
Q2 | $204K | Buy |
+780
| New | +$204K | 0.14% | 52 |
|
|
2022
Q4 | – | Sell |
-1,125
| Closed | -$298K | – | 51 |
|
|
2022
Q3 | $298K | Sell |
1,125
-117
| -9% | -$31K | 0.21% | 34 |
|
|
2022
Q2 | $279K | Hold |
1,242
| – | – | 0.19% | 35 |
|
|
2022
Q1 | $446K | Buy |
1,242
+21
| +2% | +$7.54K | 0.27% | 31 |
|
|
2021
Q4 | $430K | Buy |
1,221
+261
| +27% | +$91.9K | 0.25% | 32 |
|
|
2021
Q3 | $248K | Sell |
960
-6
| -0.6% | -$1.55K | 0.16% | 37 |
|
|
2021
Q2 | $219K | Sell |
966
-60
| -6% | -$13.6K | 0.14% | 39 |
|
|
2021
Q1 | $228K | Buy |
1,026
+63
| +7% | +$14K | 0.16% | 38 |
|
|
2020
Q4 | $227K | Buy |
+963
| New | +$227K | 0.17% | 37 |
|