TrinityPoint Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.17M | Buy |
5,374
+189
| +4% | +$76.3K | 0.3% | 77 |
|
|
2024
Q3 | $1.36M | Sell |
5,185
-536
| -9% | -$140K | 0.2% | 129 |
|
|
2024
Q2 | $1.13M | Sell |
5,721
-548
| -9% | -$108K | 0.18% | 133 |
|
|
2024
Q1 | $1.1M | Buy |
6,269
+397
| +7% | +$69.8K | 0.18% | 127 |
|
|
2023
Q4 | $1.46M | Buy |
5,872
+440
| +8% | +$109K | 0.26% | 96 |
|
|
2023
Q3 | $1.36M | Sell |
5,432
-194
| -3% | -$48.5K | 0.27% | 97 |
|
|
2023
Q2 | $1.47M | Buy |
5,626
+301
| +6% | +$78.8K | 0.29% | 95 |
|
|
2023
Q1 | $1.1M | Buy |
5,325
+130
| +3% | +$27K | 0.24% | 106 |
|
|
2022
Q4 | $640K | Sell |
5,195
-196
| -4% | -$24.1K | 0.15% | 143 |
|
|
2022
Q3 | $1.43M | Sell |
5,391
-63
| -1% | -$16.7K | 0.33% | 79 |
|
|
2022
Q2 | $1.22M | Buy |
5,454
+51
| +0.9% | +$11.4K | 0.27% | 86 |
|
|
2022
Q1 | $1.94M | Buy |
5,403
+417
| +8% | +$150K | 0.35% | 70 |
|
|
2021
Q4 | $1.76M | Sell |
4,986
-582
| -10% | -$205K | 0.31% | 76 |
|
|
2021
Q3 | $1.44M | Buy |
5,568
+18
| +0.3% | +$4.65K | 0.28% | 82 |
|
|
2021
Q2 | $1.26M | Sell |
5,550
-84
| -1% | -$19K | 0.26% | 91 |
|
|
2021
Q1 | $1.25M | Sell |
5,634
-819
| -13% | -$182K | 0.29% | 85 |
|
|
2020
Q4 | $1.9M | Buy |
6,453
+684
| +12% | +$201K | 0.46% | 58 |
|
|
2020
Q3 | $825K | Buy |
5,769
+1,524
| +36% | +$218K | 0.23% | 102 |
|
|
2020
Q2 | $306K | Buy |
+4,245
| New | +$306K | 0.1% | 165 |
|