WFG Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $165K | Buy |
6,855
+3,540
| +107% | +$85.2K | 0.04% | 414 |
|
|
2017
Q1 | $62K | Sell |
3,315
-2,055
| -38% | -$38.4K | 0.02% | 608 |
|
|
2016
Q4 | $77K | Sell |
5,370
-2,445
| -31% | -$35.1K | 0.02% | 612 |
|
|
2016
Q3 | $106K | Hold |
7,815
| – | – | 0.03% | 504 |
|
|
2016
Q2 | $111K | Sell |
7,815
-6,645
| -46% | -$94.4K | 0.03% | 473 |
|
|
2016
Q1 | $221K | Sell |
14,460
-2,025
| -12% | -$30.9K | 0.06% | 277 |
|
|
2015
Q4 | $264K | Buy |
16,485
+1,725
| +12% | +$27.6K | 0.08% | 241 |
|
|
2015
Q3 | $244K | Buy |
14,760
+900
| +6% | +$14.9K | 0.08% | 251 |
|
|
2015
Q2 | $248K | Sell |
13,860
-510
| -4% | -$9.13K | 0.07% | 283 |
|
|
2015
Q1 | $181K | Buy |
14,370
+1,980
| +16% | +$24.9K | 0.05% | 378 |
|
|
2014
Q4 | $184K | Buy |
12,390
+1,695
| +16% | +$25.2K | 0.04% | 453 |
|
|
2014
Q3 | $173K | Sell |
10,695
-3,780
| -26% | -$61.1K | 0.03% | 486 |
|
|
2014
Q2 | $232K | Buy |
14,475
+6,195
| +75% | +$99.3K | 0.04% | 423 |
|
|
2014
Q1 | $115K | Buy |
8,280
+6,780
| +452% | +$94.2K | 0.02% | 592 |
|
|
2013
Q4 | $15K | Sell |
1,500
-1,275
| -46% | -$12.8K | ﹤0.01% | 1463 |
|
|
2013
Q3 | $36K | Buy |
2,775
+1,275
| +85% | +$16.5K | 0.01% | 1058 |
|
|
2013
Q2 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 1425 |
|