Wealthspire Advisors (Maryland)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.73M | Buy |
54,018
+978
| +2% | +$140K | 0.27% | 50 |
|
|
2020
Q2 | $3.82M | Sell |
53,040
-7,260
| -12% | -$523K | 0.27% | 57 |
|
|
2020
Q1 | $2.11M | Buy |
60,300
+7,410
| +14% | +$259K | 0.18% | 79 |
|
|
2019
Q4 | $1.48M | Buy |
52,890
+2,220
| +4% | +$61.9K | 0.1% | 122 |
|
|
2019
Q3 | $814K | Buy |
50,670
+6,720
| +15% | +$108K | 0.06% | 175 |
|
|
2019
Q2 | $655K | Buy |
43,950
+15,405
| +54% | +$230K | 0.05% | 208 |
|
|
2019
Q1 | $533K | Buy |
28,545
+10,275
| +56% | +$192K | 0.04% | 243 |
|
|
2018
Q4 | $405K | Buy |
18,270
+2,430
| +15% | +$53.9K | 0.04% | 257 |
|
|
2018
Q3 | $280K | Sell |
15,840
-2,940
| -16% | -$52K | 0.02% | 380 |
|
|
2018
Q2 | $429K | Sell |
18,780
-1,005
| -5% | -$23K | 0.04% | 270 |
|
|
2018
Q1 | $351K | Sell |
19,785
-1,395
| -7% | -$24.7K | 0.03% | 321 |
|
|
2017
Q4 | $440K | Buy |
21,180
+4,920
| +30% | +$102K | 0.04% | 286 |
|
|
2017
Q3 | $370K | Buy |
16,260
+12,585
| +342% | +$286K | 0.04% | 313 |
|
|
2017
Q2 | $89K | Buy |
3,675
+420
| +13% | +$10.2K | 0.01% | 735 |
|
|
2017
Q1 | $60K | Sell |
3,255
-945
| -23% | -$17.4K | 0.01% | 758 |
|
|
2016
Q4 | $60K | Sell |
4,200
-270
| -6% | -$3.86K | 0.01% | 723 |
|
|
2016
Q3 | $61K | Sell |
4,470
-1,380
| -24% | -$18.8K | 0.01% | 724 |
|
|
2016
Q2 | $83K | Buy |
5,850
+60
| +1% | +$851 | 0.01% | 580 |
|
|
2016
Q1 | $89K | Sell |
5,790
-540
| -9% | -$8.3K | 0.02% | 548 |
|
|
2015
Q4 | $101K | Buy |
+6,330
| New | +$101K | 0.02% | 519 |
|