TPWM
Twelve Points Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,184
| Closed | -$234K | – | 187 |
|
|
2024
Q2 | $234K | Buy |
1,184
+30
| +3% | +$5.94K | 0.08% | 159 |
|
|
2024
Q1 | $203K | Sell |
1,154
-159
| -12% | -$28K | 0.07% | 162 |
|
|
2023
Q4 | $326K | Buy |
1,313
+40
| +3% | +$9.94K | 0.15% | 134 |
|
|
2023
Q3 | $319K | Hold |
1,273
| – | – | 0.16% | 135 |
|
|
2023
Q2 | $333K | Hold |
1,273
| – | – | 0.18% | 133 |
|
|
2023
Q1 | $264K | Buy |
+1,273
| New | +$264K | 0.15% | 142 |
|
|
2022
Q4 | – | Sell |
-1,152
| Closed | -$306K | – | 168 |
|
|
2022
Q3 | $306K | Buy |
+1,152
| New | +$306K | 0.24% | 130 |
|