Stonebridge Financial Planning Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-393
| Closed | -$111K | – | 346 |
|
|
2021
Q4 | $111K | Buy |
393
+18
| +5% | +$5.08K | 0.06% | 152 |
|
|
2021
Q3 | $152K | Sell |
375
-105
| -22% | -$42.6K | 0.07% | 140 |
|
|
2021
Q2 | $110K | Hold |
480
| – | – | 0.06% | 154 |
|
|
2021
Q1 | $112K | Buy |
480
+30
| +7% | +$7K | 0.07% | 149 |
|
|
2020
Q4 | $106K | Hold |
450
| – | – | 0.07% | 147 |
|
|
2020
Q3 | $66K | Buy |
450
+150
| +50% | +$22K | 0.05% | 160 |
|
|
2020
Q2 | $24K | Buy |
+300
| New | +$24K | 0.02% | 242 |
|