Trellis Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,115
| Closed | -$1.03M | – | 68 |
|
|
2023
Q3 | $1.03M | Buy |
4,115
+510
| +14% | +$128K | 0.47% | 26 |
|
|
2023
Q2 | $944K | Buy |
3,605
+63
| +2% | +$16.5K | 0.42% | 27 |
|
|
2023
Q1 | $735K | Buy |
3,542
+304
| +9% | +$63.1K | 0.35% | 30 |
|
|
2022
Q4 | $399K | Sell |
3,238
-2,731
| -46% | -$336K | 0.21% | 48 |
|
|
2022
Q3 | $1.58M | Sell |
5,969
-4,243
| -42% | -$1.13M | 0.9% | 16 |
|
|
2022
Q2 | $2.29M | Buy |
10,212
+63
| +0.6% | +$14.1K | 1.26% | 13 |
|
|
2022
Q1 | $3.65M | Buy |
10,149
+66
| +0.7% | +$23.7K | 1.82% | 10 |
|
|
2021
Q4 | $3.55M | Sell |
10,083
-9
| -0.1% | -$3.17K | 1.68% | 10 |
|
|
2021
Q3 | $2.61M | Buy |
10,092
+288
| +3% | +$74.5K | 1.34% | 13 |
|
|
2021
Q2 | $2.22M | Buy |
9,804
+78
| +0.8% | +$17.7K | 1.15% | 13 |
|
|
2021
Q1 | $2.17M | Sell |
9,726
-21
| -0.2% | -$4.68K | 1.21% | 13 |
|
|
2020
Q4 | $2.29M | Buy |
9,747
+7,431
| +321% | +$1.75M | 1.38% | 11 |
|
|
2020
Q3 | $331K | Buy |
+2,316
| New | +$331K | 0.24% | 42 |
|