Shufro Rose & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-735
| Closed | -$90.5K | – | 343 |
|
|
2022
Q4 | $90.5K | Buy |
+735
| New | +$90.5K | 0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-756
| Closed | -$272K | – | 341 |
|
|
2022
Q1 | $272K | Buy |
+756
| New | +$272K | 0.02% | 243 |
|
|
2020
Q3 | – | Sell |
-11,700
| Closed | -$842K | – | 292 |
|
|
2020
Q2 | $842K | Buy |
11,700
+75
| +0.6% | +$5.4K | 0.08% | 111 |
|
|
2020
Q1 | $406K | Sell |
11,625
-5,100
| -30% | -$178K | 0.05% | 159 |
|
|
2019
Q4 | $466K | Hold |
16,725
| – | – | 0.04% | 171 |
|
|
2019
Q3 | $269K | Hold |
16,725
| – | – | 0.03% | 240 |
|
|
2019
Q2 | $249K | Buy |
16,725
+1,500
| +10% | +$22.3K | 0.02% | 240 |
|
|
2019
Q1 | $284K | Buy |
15,225
+225
| +2% | +$4.2K | 0.03% | 225 |
|
|
2018
Q4 | $333K | Buy |
+15,000
| New | +$333K | 0.04% | 198 |
|