SFG Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,402
| Closed | -$291K | – | 104 |
|
|
2023
Q1 | $291K | Sell |
1,402
-534
| -28% | -$111K | 0.32% | 55 |
|
|
2022
Q4 | $238K | Sell |
1,936
-317
| -14% | -$39K | 0.29% | 65 |
|
|
2022
Q3 | $598K | Sell |
2,253
-39
| -2% | -$10.4K | 0.81% | 28 |
|
|
2022
Q2 | $514K | Sell |
2,292
-168
| -7% | -$37.7K | 0.6% | 38 |
|
|
2022
Q1 | $884K | Buy |
2,460
+735
| +43% | +$264K | 0.83% | 34 |
|
|
2021
Q4 | $608K | Buy |
+1,725
| New | +$608K | 0.54% | 48 |
|