Sweet Financial Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $315K | Sell |
1,205
-3
| -0.2% | -$785 | 0.07% | 164 |
|
|
2024
Q2 | $239K | Sell |
1,208
-384
| -24% | -$76K | 0.05% | 174 |
|
|
2024
Q1 | $280K | Buy |
1,592
+59
| +4% | +$10.4K | 0.06% | 170 |
|
|
2023
Q4 | $381K | Sell |
1,533
-20
| -1% | -$4.97K | 0.09% | 137 |
|
|
2023
Q3 | $389K | Buy |
1,553
+87
| +6% | +$21.8K | 0.1% | 128 |
|
|
2023
Q2 | $384K | Buy |
1,466
+53
| +4% | +$13.9K | 0.1% | 123 |
|
|
2023
Q1 | $293K | Buy |
+1,413
| New | +$293K | 0.08% | 145 |
|
|
2022
Q4 | – | Sell |
-1,272
| Closed | -$337K | – | 175 |
|
|
2022
Q3 | $337K | Sell |
1,272
-144
| -10% | -$38.2K | 0.11% | 119 |
|
|
2022
Q2 | $318K | Buy |
1,416
+234
| +20% | +$52.6K | 0.1% | 124 |
|
|
2022
Q1 | $425K | Buy |
1,182
+477
| +68% | +$172K | 0.11% | 110 |
|
|
2021
Q4 | $248K | Buy |
+705
| New | +$248K | 0.1% | 129 |
|