Steward Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $427K | Sell |
1,707
-52
| -3% | -$13K | 0.14% | 40 |
|
2023
Q2 | $460K | Buy |
1,759
+488
| +38% | +$128K | 0.15% | 39 |
|
2023
Q1 | $263K | Sell |
1,271
-126
| -9% | -$26.1K | 0.09% | 38 |
|
2022
Q4 | $172K | Sell |
1,397
-22
| -2% | -$2.71K | 0.09% | 39 |
|
2022
Q3 | $376K | Hold |
1,419
| – | – | 0.28% | 31 |
|
2022
Q2 | $318K | Buy |
1,419
+21
| +2% | +$4.71K | 0.26% | 27 |
|
2022
Q1 | $502K | Sell |
1,398
-225
| -14% | -$80.8K | 0.45% | 14 |
|
2021
Q4 | $571K | Buy |
+1,623
| New | +$571K | 0.53% | 10 |
|