Summit Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,028
| Closed | -$728K | – | 163 |
|
|
2022
Q1 | $728K | Sell |
2,028
-285
| -12% | -$102K | 0.21% | 66 |
|
|
2021
Q4 | $815K | Hold |
2,313
| – | – | 0.23% | 61 |
|
|
2021
Q3 | $598K | Sell |
2,313
-210
| -8% | -$54.3K | 0.19% | 75 |
|
|
2021
Q2 | $572K | Hold |
2,523
| – | – | 0.18% | 73 |
|
|
2021
Q1 | $562K | Hold |
2,523
| – | – | 0.19% | 72 |
|
|
2020
Q4 | $593K | Buy |
2,523
+30
| +1% | +$7.05K | 0.22% | 66 |
|
|
2020
Q3 | $357K | Sell |
2,493
-687
| -22% | -$98.4K | 0.15% | 85 |
|
|
2020
Q2 | $229K | Buy |
+3,180
| New | +$229K | 0.1% | 110 |
|