Sutton Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $330K | Buy |
1,317
+223
| +20% | +$55.8K | 0.16% | 81 |
|
2023
Q2 | $286K | Buy |
1,094
+13
| +1% | +$3.4K | 0.14% | 88 |
|
2023
Q1 | $224K | Sell |
1,081
-6,086
| -85% | -$1.26M | 0.12% | 94 |
|
2022
Q4 | $883K | Sell |
7,167
-211
| -3% | -$26K | 0.34% | 52 |
|
2022
Q3 | $1.96M | Buy |
7,378
+91
| +1% | +$24.1K | 0.8% | 25 |
|
2022
Q2 | $1.64M | Buy |
7,287
+45
| +0.6% | +$10.1K | 0.65% | 29 |
|
2022
Q1 | $2.6M | Buy |
7,242
+57
| +0.8% | +$20.5K | 0.9% | 25 |
|
2021
Q4 | $2.53M | Buy |
7,185
+60
| +0.8% | +$21.1K | 0.84% | 27 |
|
2021
Q3 | $1.84M | Buy |
7,125
+57
| +0.8% | +$14.7K | 0.68% | 31 |
|
2021
Q2 | $1.6M | Buy |
7,068
+195
| +3% | +$44.2K | 0.59% | 33 |
|
2021
Q1 | $1.53M | Buy |
6,873
+33
| +0.5% | +$7.35K | 0.6% | 35 |
|
2020
Q4 | $1.61M | Buy |
6,840
+546
| +9% | +$128K | 0.68% | 29 |
|
2020
Q3 | $900K | Buy |
6,294
+9
| +0.1% | +$1.29K | 0.44% | 42 |
|
2020
Q2 | $452K | Hold |
6,285
| – | – | 0.24% | 70 |
|
2020
Q1 | $220K | Sell |
6,285
-60
| -0.9% | -$2.1K | 0.14% | 119 |
|
2019
Q4 | $177K | Hold |
6,345
| – | – | 0.09% | 162 |
|
2019
Q3 | $102K | Sell |
6,345
-45
| -0.7% | -$723 | 0.06% | 208 |
|
2019
Q2 | $95.2K | Buy |
6,390
+30
| +0.5% | +$447 | 0.05% | 216 |
|
2019
Q1 | $119K | Buy |
6,360
+75
| +1% | +$1.4K | 0.07% | 190 |
|
2018
Q4 | $139K | Hold |
6,285
| – | – | 0.09% | 164 |
|
2018
Q3 | $111K | Hold |
6,285
| – | – | 0.07% | 188 |
|
2018
Q2 | $144K | Hold |
6,285
| – | – | 0.1% | 159 |
|
2018
Q1 | $112K | Hold |
6,285
| – | – | 0.08% | 186 |
|
2017
Q4 | $130K | Hold |
6,285
| – | – | 0.1% | 172 |
|
2017
Q3 | $143K | Hold |
6,285
| – | – | 0.11% | 158 |
|
2017
Q2 | $152K | Hold |
6,285
| – | – | 0.12% | 147 |
|
2017
Q1 | $117K | Hold |
6,285
| – | – | 0.1% | 173 |
|
2016
Q4 | $89.5K | Buy |
6,285
+6,180
| +5,886% | +$88K | 0.08% | 193 |
|
2016
Q3 | $1.43K | Sell |
105
-765
| -88% | -$10.4K | ﹤0.01% | 943 |
|
2016
Q2 | $12.3K | Buy |
870
+15
| +2% | +$212 | 0.01% | 575 |
|
2016
Q1 | $13.1K | Buy |
+855
| New | +$13.1K | 0.01% | 544 |
|