V Wealth 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 | $231K | Sell |
925
-6,215
| -87% | -$1.56M | 0.19% | 96 |
|
|
2023
Q2 | $1.87M | Buy |
7,140
+903
| +14% | +$236K | 0.31% | 67 |
|
|
2023
Q1 | $1.29M | Buy |
6,237
+299
| +5% | +$62K | 0.24% | 91 |
|
|
2022
Q4 | $731K | Sell |
5,938
-126
| -2% | -$15.5K | 0.15% | 143 |
|
|
2022
Q3 | $1.61M | Buy |
6,064
+184
| +3% | +$48.8K | 0.32% | 68 |
|
|
2022
Q2 | $1.32M | Buy |
5,880
+753
| +15% | +$169K | 0.25% | 99 |
|
|
2022
Q1 | $1.84M | Buy |
5,127
+333
| +7% | +$120K | 0.29% | 74 |
|
|
2021
Q4 | $1.69M | Sell |
4,794
-267
| -5% | -$94K | 0.25% | 88 |
|
|
2021
Q3 | $1.31M | Sell |
5,061
-924
| -15% | -$239K | 0.2% | 116 |
|
|
2021
Q2 | $1.35M | Sell |
5,985
-627
| -9% | -$142K | 0.22% | 110 |
|
|
2021
Q1 | $1.47M | Sell |
6,612
-414
| -6% | -$92.2K | 0.27% | 94 |
|
|
2020
Q4 | $1.65M | Buy |
7,026
+5,127
| +270% | +$1.21M | 0.34% | 67 |
|
|
2020
Q3 | $272K | Sell |
1,899
-3,276
| -63% | -$469K | 0.19% | 137 |
|
|
2020
Q2 | $373K | Sell |
5,175
-2,700
| -34% | -$195K | 0.1% | 227 |
|
|
2020
Q1 | $275K | Buy |
+7,875
| New | +$275K | 0.09% | 236 |
|
|
2017
Q3 | – | Sell |
-6,315
| Closed | -$150K | – | 664 |
|
|
2017
Q2 | $150K | Buy |
+6,315
| New | +$150K | 0.07% | 204 |
|