Sullivan, Bruyette, Speros & Blaney’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.25M | Sell |
5,616
-2,298
| -29% | -$511K | 0.06% | 99 |
|
|
2020
Q4 | $1.86M | Buy |
7,914
+498
| +7% | +$117K | 0.09% | 71 |
|
|
2020
Q3 | $1.06M | Buy |
7,416
+4,416
| +147% | +$632K | 0.06% | 94 |
|
|
2020
Q2 | $216K | Buy |
+3,000
| New | +$216K | 0.01% | 223 |
|
|
2018
Q3 | – | Sell |
-10,365
| Closed | -$237K | – | 173 |
|
|
2018
Q2 | $237K | Buy |
+10,365
| New | +$237K | 0.02% | 146 |
|
|
2018
Q1 | – | Sell |
-10,905
| Closed | -$226K | – | 170 |
|
|
2017
Q4 | $226K | Sell |
10,905
-90
| -0.8% | -$1.87K | 0.02% | 152 |
|
|
2017
Q3 | $250K | Buy |
10,995
+1,155
| +12% | +$26.3K | 0.02% | 138 |
|
|
2017
Q2 | $237K | Buy |
+9,840
| New | +$237K | 0.02% | 131 |
|