SWM
Sugarloaf Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.05M | Buy |
2,588
+14
| +0.5% | +$5.65K | 0.2% | 55 |
|
|
2024
Q3 | $673K | Buy |
2,574
+248
| +11% | +$64.9K | 0.13% | 74 |
|
|
2024
Q2 | $460K | Buy |
2,326
+2
| +0.1% | +$396 | 0.09% | 93 |
|
|
2024
Q1 | $409K | Hold |
2,324
| – | – | 0.08% | 100 |
|
|
2023
Q4 | $577K | Sell |
2,324
-25
| -1% | -$6.21K | 0.14% | 75 |
|
|
2023
Q3 | $588K | Hold |
2,349
| – | – | 0.15% | 70 |
|
|
2023
Q2 | $615K | Sell |
2,349
-175
| -7% | -$45.8K | 0.14% | 70 |
|
|
2023
Q1 | $524K | Buy |
2,524
+18
| +0.7% | +$3.74K | 0.13% | 75 |
|
|
2022
Q4 | $309K | Sell |
2,506
-661
| -21% | -$81.4K | 0.08% | 100 |
|
|
2022
Q3 | $840K | Buy |
3,167
+2,278
| +256% | +$604K | 0.22% | 54 |
|
|
2022
Q2 | $598K | Buy |
889
+194
| +28% | +$130K | 0.15% | 63 |
|
|
2022
Q1 | $749K | Buy |
695
+28
| +4% | +$30.2K | 0.18% | 54 |
|
|
2021
Q4 | $704K | Sell |
667
-169
| -20% | -$178K | 0.17% | 57 |
|
|
2021
Q3 | $648K | Buy |
836
+51
| +6% | +$39.5K | 0.17% | 56 |
|
|
2021
Q2 | $534K | Sell |
785
-59
| -7% | -$40.1K | 0.15% | 64 |
|
|
2021
Q1 | $564 | Sell |
844
-9
| -1% | -$6 | 0.17% | 63 |
|
|
2020
Q4 | $602K | Sell |
853
-12
| -1% | -$8.47K | 0.2% | 59 |
|
|
2020
Q3 | $371K | Buy |
865
+734
| +560% | +$315K | 0.14% | 76 |
|
|
2020
Q2 | $141K | Hold |
131
| – | – | 0.05% | 134 |
|
|
2020
Q1 | $69K | Buy |
131
+10
| +8% | +$5.27K | 0.03% | 184 |
|
|
2019
Q4 | $51K | Buy |
+121
| New | +$51K | 0.02% | 244 |
|