Willingdon Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4K | Buy |
105
+45
| +75% | +$1.71K | ﹤0.01% | 236 |
|
|
2019
Q4 | $2K | Sell |
60
-135
| -69% | -$4.5K | ﹤0.01% | 333 |
|
|
2019
Q3 | $3K | Buy |
195
+135
| +225% | +$2.08K | ﹤0.01% | 325 |
|
|
2019
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $1K | Sell |
60
-210
| -78% | -$3.5K | ﹤0.01% | 348 |
|
|
2018
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 288 |
|
|
2018
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 333 |
|
|
2018
Q2 | $6K | Sell |
270
-150
| -36% | -$3.33K | ﹤0.01% | 290 |
|
|
2018
Q1 | $7K | Buy |
420
+150
| +56% | +$2.5K | ﹤0.01% | 290 |
|
|
2017
Q4 | $6K | Hold |
270
| – | – | ﹤0.01% | 280 |
|
|
2017
Q3 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 252 |
|