Stanford Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-21,075
| Closed | -$300K | – | 267 |
|
|
2016
Q4 | $300K | Buy |
21,075
+750
| +4% | +$10.7K | 0.15% | 39 |
|
|
2016
Q3 | $276K | Hold |
20,325
| – | – | 0.13% | 46 |
|
|
2016
Q2 | $288K | Hold |
20,325
| – | – | 0.15% | 41 |
|
|
2016
Q1 | $311K | Hold |
20,325
| – | – | 0.18% | 41 |
|
|
2015
Q4 | $325K | Hold |
20,325
| – | – | 0.18% | 42 |
|
|
2015
Q3 | $337K | Hold |
20,325
| – | – | 0.25% | 35 |
|
|
2015
Q2 | $363K | Hold |
20,325
| – | – | 0.27% | 33 |
|
|
2015
Q1 | $256K | Hold |
20,325
| – | – | 0.2% | 38 |
|
|
2014
Q4 | $301K | Buy |
+20,325
| New | +$301K | 0.25% | 32 |
|