Warner Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-888
| Closed | -$222K | – | 102 |
|
2023
Q3 | $222K | Hold |
888
| – | – | 0.15% | 88 |
|
2023
Q2 | $232K | Buy |
+888
| New | +$232K | 0.15% | 90 |
|
2022
Q4 | – | Sell |
-816
| Closed | -$216K | – | 91 |
|
2022
Q3 | $216K | Buy |
+816
| New | +$216K | 0.17% | 76 |
|
2022
Q2 | – | Sell |
-516
| Closed | -$293K | – | 85 |
|
2022
Q1 | $293K | Hold |
516
| – | – | 0.24% | 63 |
|
2021
Q4 | $182K | Buy |
+516
| New | +$182K | 0.15% | 77 |
|