Valley Brook Capital Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-928
| Closed | -$231K | – | 123 |
|
|
2023
Q4 | $231K | Buy |
928
+65
| +8% | +$16.2K | 0.2% | 100 |
|
|
2023
Q3 | $216K | Hold |
863
| – | – | 0.21% | 94 |
|
|
2023
Q2 | $226K | Sell |
863
-111
| -11% | -$29.1K | 0.21% | 92 |
|
|
2023
Q1 | $202K | Buy |
+974
| New | +$202K | 0.19% | 103 |
|
|
2022
Q4 | – | Sell |
-971
| Closed | -$257K | – | 108 |
|
|
2022
Q3 | $257K | Buy |
971
+65
| +7% | +$17.2K | 0.28% | 87 |
|
|
2022
Q2 | $203K | Buy |
906
+6
| +0.7% | +$1.34K | 0.21% | 99 |
|
|
2022
Q1 | $323K | Buy |
900
+111
| +14% | +$39.8K | 0.28% | 82 |
|
|
2021
Q4 | $277K | Buy |
+789
| New | +$277K | 0.24% | 94 |
|
|
2021
Q2 | – | Sell |
-645
| Closed | -$143K | – | 401 |
|
|
2021
Q1 | $143K | Buy |
645
+15
| +2% | +$3.33K | 0.13% | 128 |
|
|
2020
Q4 | $148K | Buy |
+630
| New | +$148K | 0.15% | 121 |
|