Wellington Wealth Strategies’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$561K Sell
1,576
-1,447
-48% -$515K 0.51% 40
2024
Q3
$755K Buy
+3,023
New +$755K 0.57% 38
2024
Q2
Sell
-2,540
Closed -$446K 167
2024
Q1
$446K Sell
2,540
-495
-16% -$87K 0.21% 92
2023
Q4
$754K Buy
+3,035
New +$754K 0.64% 38
2020
Q4
$754K Buy
+9,105
New +$754K 0.64% 38