Williams Jones & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,945
| Closed | -$221K | – | 418 |
|
|
2018
Q4 | $221K | Buy |
+9,945
| New | +$221K | 0.01% | 350 |
|
|
2018
Q3 | – | Sell |
-10,995
| Closed | -$251K | – | 463 |
|
|
2018
Q2 | $251K | Buy |
+10,995
| New | +$251K | 0.01% | 384 |
|
|
2018
Q1 | – | Sell |
-10,020
| Closed | -$208K | – | 458 |
|
|
2017
Q4 | $208K | Buy |
10,020
+45
| +0.5% | +$934 | ﹤0.01% | 404 |
|
|
2017
Q3 | $227K | Hold |
9,975
| – | – | 0.01% | 387 |
|
|
2017
Q2 | $240K | Buy |
+9,975
| New | +$240K | 0.01% | 365 |
|