Trevian Wealth Management’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 |
-947
| Closed | -$237K | – | 33 |
|
|
2023
Q3 | $237K | Buy |
947
+27
| +3% | +$6.76K | 0.22% | 26 |
|
|
2023
Q2 | $241K | Buy |
+920
| New | +$241K | 1.92% | 10 |
|
|
2022
Q4 | – | Sell |
-873
| Closed | -$232K | – | 36 |
|
|
2022
Q3 | $232K | Buy |
+873
| New | +$232K | 0.26% | 30 |
|
|
2022
Q2 | – | Sell |
-903
| Closed | -$325K | – | 40 |
|
|
2022
Q1 | $325K | Sell |
903
-15
| -2% | -$5.4K | 0.31% | 24 |
|
|
2021
Q4 | $322K | Buy |
+918
| New | +$322K | 0.31% | 29 |
|