WP
WealthSource Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.21M | Sell |
8,902
-326
| -4% | -$81K | 0.14% | 116 |
|
|
2023
Q3 | $2.31M | Sell |
9,228
-476
| -5% | -$119K | 0.16% | 106 |
|
|
2023
Q2 | $2.54M | Buy |
9,704
+91
| +0.9% | +$23.8K | 0.17% | 91 |
|
|
2023
Q1 | $1.99M | Buy |
9,613
+107
| +1% | +$22.2K | 0.13% | 119 |
|
|
2022
Q4 | $1.17M | Sell |
9,506
-145
| -2% | -$17.9K | 0.08% | 169 |
|
|
2022
Q3 | $2.56M | Buy |
9,651
+6,251
| +184% | +$1.66M | 0.19% | 89 |
|
|
2022
Q2 | $2.29M | Sell |
3,400
-482
| -12% | -$325K | 0.17% | 102 |
|
|
2022
Q1 | $4.18M | Buy |
3,882
+67
| +2% | +$72.2K | 0.28% | 60 |
|
|
2021
Q4 | $4.03M | Sell |
3,815
-138
| -3% | -$146K | 0.32% | 48 |
|
|
2021
Q3 | $3.07M | Buy |
3,953
+4
| +0.1% | +$3.1K | 0.27% | 57 |
|
|
2021
Q2 | $2.68M | Buy |
3,949
+32
| +0.8% | +$21.7K | 0.24% | 60 |
|
|
2021
Q1 | $2.62M | Buy |
3,917
+515
| +15% | +$344K | 0.26% | 57 |
|
|
2020
Q4 | $2.4M | Sell |
3,402
-50
| -1% | -$35.3K | 0.28% | 44 |
|
|
2020
Q3 | $1.48M | Buy |
3,452
+2,676
| +345% | +$1.15M | 0.2% | 70 |
|
|
2020
Q2 | $838K | Sell |
776
-2
| -0.3% | -$2.16K | 0.12% | 118 |
|
|
2020
Q1 | $408K | Buy |
778
+225
| +41% | +$118K | 0.06% | 197 |
|
|
2019
Q4 | $231K | Sell |
553
-45
| -8% | -$18.8K | 0.03% | 367 |
|
|
2019
Q3 | $144K | Buy |
+598
| New | +$144K | 0.02% | 418 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 485 |
|