Wealthstreet Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,350
| Closed | -$968K | – | 304 |
|
|
2021
Q1 | $968K | Sell |
4,350
-375
| -8% | -$83.4K | 0.09% | 172 |
|
|
2020
Q4 | $1.11M | Sell |
4,725
-975
| -17% | -$229K | 0.11% | 159 |
|
|
2020
Q3 | $815K | Sell |
5,700
-3,690
| -39% | -$528K | 0.09% | 169 |
|
|
2020
Q2 | $676K | Buy |
9,390
+75
| +0.8% | +$5.4K | 0.08% | 177 |
|
|
2020
Q1 | $325K | Buy |
+9,315
| New | +$325K | 0.05% | 235 |
|