Sweet Financial Partners’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$315K Sell
2024
Q2
$239K Sell
2024
Q1
$280K Buy
2023
Q4
$381K Sell
2023
Q3
$389K Buy
2023
Q2
$384K Buy
2023
Q1
$293K Buy
2022
Q4
Sell
2022
Q3
$337K Sell
2022
Q2
$318K Buy
2022
Q1
$425K Buy
2021
Q4
$248K Buy