Strategic Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $803K | Sell |
3,546
-6
| -0.2% | -$1.36K | 0.29% | 46 |
|
|
2021
Q1 | $791K | Sell |
3,552
-30
| -0.8% | -$6.68K | 0.3% | 43 |
|
|
2020
Q4 | $843K | Sell |
3,582
-5,322
| -60% | -$1.25M | 0.36% | 36 |
|
|
2020
Q3 | $1.27M | Sell |
8,904
-651
| -7% | -$93.1K | 0.62% | 28 |
|
|
2020
Q2 | $688K | Hold |
9,555
| – | – | 0.41% | 32 |
|
|
2020
Q1 | $334K | Sell |
9,555
-1,410
| -13% | -$49.3K | 0.25% | 53 |
|
|
2019
Q4 | $306K | Buy |
+10,965
| New | +$306K | 0.2% | 67 |
|
|
2019
Q1 | – | Sell |
-10,080
| Closed | -$224K | – | 84 |
|
|
2018
Q4 | $224K | Buy |
+10,080
| New | +$224K | 0.22% | 69 |
|