Stevens First Principles Investment Advisors’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$10K Sell
675
-330
-33% -$4.89K 0.01% 121
2019
Q1
$19K Buy
1,005
+330
+49% +$6.24K 0.01% 118
2018
Q4
$15K Hold
675
0.01% 121
2018
Q3
$12K Hold
675
0.01% 130
2018
Q2
$15K Hold
675
0.01% 126
2018
Q1
$12K Buy
+675
New +$12K 0.01% 127
2014
Q2
Sell
-300
Closed -$4K 233
2014
Q1
$4K Hold
300
﹤0.01% 191
2013
Q4
$3K Hold
300
﹤0.01% 204
2013
Q3
$4K Buy
+300
New +$4K ﹤0.01% 199