Triad Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$278K Buy
2023
Q2
$254K Buy
2023
Q1
Sell
2022
Q4
$206K Sell
2022
Q3
$447K Buy
2022
Q2
$371K Sell
2022
Q1
$614K Buy
2021
Q4
$550K Buy