Surevest’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.14M | Buy |
4,309
+163
| +4% | +$43.2K | 0.31% | 83 |
|
|
2022
Q2 | $931K | Buy |
4,146
+1,044
| +34% | +$234K | 0.24% | 90 |
|
|
2022
Q1 | $1.11M | Buy |
3,102
+2,295
| +284% | +$824K | 0.27% | 87 |
|
|
2021
Q4 | $284K | Hold |
807
| – | – | 0.07% | 108 |
|
|
2021
Q3 | $209K | Buy |
+807
| New | +$209K | 0.05% | 104 |
|