Taylor Wealth Management Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-330
| Closed | -$7K | – | 108 |
|
2018
Q4 | $7K | Hold |
330
| – | – | ﹤0.01% | 97 |
|
2018
Q3 | $6K | Hold |
330
| – | – | ﹤0.01% | 115 |
|
2018
Q2 | $8K | Hold |
330
| – | – | ﹤0.01% | 117 |
|
2018
Q1 | $6K | Hold |
330
| – | – | ﹤0.01% | 117 |
|
2017
Q4 | $7K | Hold |
330
| – | – | ﹤0.01% | 137 |
|
2017
Q3 | $8K | Hold |
330
| – | – | ﹤0.01% | 139 |
|
2017
Q2 | $8K | Hold |
330
| – | – | ﹤0.01% | 139 |
|
2017
Q1 | $6K | Hold |
330
| – | – | ﹤0.01% | 142 |
|
2016
Q4 | $5K | Buy |
+330
| New | +$5K | ﹤0.01% | 146 |
|
2015
Q3 | – | Sell |
-75
| Closed | -$1K | – | 180 |
|
2015
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 179 |
|