Triad Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $278K | Buy |
1,110
+139
| +14% | +$34.8K | 0.1% | 84 |
|
|
2023
Q2 | $254K | Buy |
+971
| New | +$254K | 0.1% | 82 |
|
|
2023
Q1 | – | Sell |
-1,674
| Closed | -$206K | – | 115 |
|
|
2022
Q4 | $206K | Sell |
1,674
-13
| -0.8% | -$1.6K | 0.09% | 107 |
|
|
2022
Q3 | $447K | Buy |
1,687
+34
| +2% | +$9.01K | 0.24% | 46 |
|
|
2022
Q2 | $371K | Sell |
1,653
-57
| -3% | -$12.8K | 0.21% | 62 |
|
|
2022
Q1 | $614K | Buy |
1,710
+150
| +10% | +$53.9K | 0.33% | 41 |
|
|
2021
Q4 | $550K | Buy |
+1,560
| New | +$550K | 0.33% | 47 |
|