Smallwood Wealth Investment Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$46.9K Buy
+181
New +$46.9K 0.03% 168
2023
Q1
Sell
-2,025
Closed -$249K 73
2022
Q4
$249K Sell
2,025
-310
-13% -$38.2K 0.21% 62
2022
Q3
$619K Buy
2,335
+28
+1% +$7.42K 0.56% 35
2022
Q2
$518K Buy
+2,307
New +$518K 0.52% 34