Shepherd Kaplan Krochuk’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 189 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 193 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 165 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 169 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 173 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 191 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 232 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 244 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 249 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 268 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 261 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 236 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 256 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 333 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 393 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 354 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 356 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 405 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 439 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 438 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 437 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 517 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 582 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 595 |
|
|
2014
Q1 | – | Sell |
-82,500
| Closed | -$827K | – | 608 |
|
|
2013
Q4 | $827K | Buy |
+82,500
| New | +$827K | 0.1% | 155 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 615 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 564 |
|