Squar Milner Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,525
| Closed | -$1.33M | – | 177 |
|
|
2020
Q2 | $1.33M | Buy |
18,525
+5,805
| +46% | +$418K | 0.76% | 26 |
|
|
2020
Q1 | $444K | Buy |
12,720
+3,000
| +31% | +$105K | 0.27% | 80 |
|
|
2019
Q4 | $271K | Sell |
9,720
-67,875
| -87% | -$1.89M | 0.14% | 156 |
|
|
2019
Q3 | $2.22M | Buy |
77,595
+66,375
| +592% | +$1.9M | 1.13% | 15 |
|
|
2019
Q2 | $167K | Buy |
11,220
+10,500
| +1,458% | +$156K | 0.11% | 188 |
|
|
2019
Q1 | $13K | Sell |
720
-450
| -38% | -$8.13K | 0.01% | 475 |
|
|
2018
Q4 | $26K | Hold |
1,170
| – | – | 0.03% | 367 |
|
|
2018
Q3 | $21K | Sell |
1,170
-18,000
| -94% | -$323K | 0.02% | 409 |
|
|
2018
Q2 | $438K | Hold |
19,170
| – | – | 0.39% | 62 |
|
|
2018
Q1 | $340K | Hold |
19,170
| – | – | 0.43% | 79 |
|
|
2017
Q4 | $447K | Buy |
+19,170
| New | +$447K | 0.54% | 55 |
|