Valley Wealth Managers’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-130
| Closed | -$25.7K | – | 456 |
|
2024
Q2 | $25.7K | Buy |
+130
| New | +$25.7K | ﹤0.01% | 247 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 462 |
|
2022
Q4 | – | Sell |
-360
| Closed | -$95K | – | 484 |
|
2022
Q3 | $95K | Buy |
360
+6
| +2% | +$1.58K | 0.01% | 208 |
|
2022
Q2 | $79K | Buy |
+354
| New | +$79K | 0.01% | 228 |
|