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 |
|