TrueWealth LLC’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $378K | Sell |
5,250
-600
| -10% | -$43.2K | 0.16% | 85 |
|
|
2020
Q1 | $204K | Buy |
5,850
+405
| +7% | +$14.1K | 0.1% | 116 |
|
|
2019
Q4 | $152K | Sell |
5,445
-405
| -7% | -$11.3K | 0.06% | 166 |
|
|
2019
Q3 | $94K | Hold |
5,850
| – | – | 0.04% | 209 |
|
|
2019
Q2 | $87K | Buy |
5,850
+780
| +15% | +$11.6K | 0.04% | 213 |
|
|
2019
Q1 | $95K | Hold |
5,070
| – | – | 0.04% | 201 |
|
|
2018
Q4 | $112K | Sell |
5,070
-45
| -0.9% | -$994 | 0.06% | 178 |
|
|
2018
Q3 | $90K | Hold |
5,115
| – | – | 0.04% | 207 |
|
|
2018
Q2 | $117K | Buy |
5,115
+120
| +2% | +$2.75K | 0.06% | 184 |
|
|
2018
Q1 | $89K | Buy |
4,995
+105
| +2% | +$1.87K | 0.04% | 204 |
|
|
2017
Q4 | $102K | Buy |
+4,890
| New | +$102K | 0.05% | 211 |
|