Trail Ridge Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,560
| Closed | -$315K | – | 125 |
|
|
2022
Q4 | $315K | Sell |
2,560
-157
| -6% | -$19.3K | 0.22% | 96 |
|
|
2022
Q3 | $532K | Sell |
2,717
-532
| -16% | -$104K | 0.35% | 75 |
|
|
2022
Q2 | $729K | Buy |
3,249
+117
| +4% | +$26.3K | 0.49% | 61 |
|
|
2022
Q1 | $1.13M | Buy |
3,132
+732
| +31% | +$263K | 0.69% | 47 |
|
|
2021
Q4 | $845K | Buy |
+2,400
| New | +$845K | 0.51% | 58 |
|