Windsor Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.28M | Sell |
5,113
-84
| -2% | -$21K | 0.23% | 59 |
|
|
2023
Q2 | $1.36M | Buy |
5,197
+1,050
| +25% | +$275K | 0.24% | 59 |
|
|
2023
Q1 | $765K | Buy |
4,147
+449
| +12% | +$82.8K | 0.15% | 77 |
|
|
2022
Q4 | $418K | Sell |
3,698
-137
| -4% | -$15.5K | 0.09% | 107 |
|
|
2022
Q3 | $855K | Buy |
3,835
+1,945
| +103% | +$434K | 0.21% | 71 |
|
|
2022
Q2 | $438K | Sell |
1,890
-1,611
| -46% | -$373K | 0.11% | 96 |
|
|
2022
Q1 | $1.2M | Sell |
3,501
-342
| -9% | -$117K | 0.22% | 87 |
|
|
2021
Q4 | $1.47M | Buy |
3,843
+42
| +1% | +$16.1K | 0.27% | 77 |
|
|
2021
Q3 | $912K | Buy |
3,801
+537
| +16% | +$129K | 0.19% | 109 |
|
|
2021
Q2 | $740K | Sell |
3,264
-480
| -13% | -$109K | 0.16% | 124 |
|
|
2021
Q1 | $834K | Sell |
3,744
-72
| -2% | -$16K | 0.2% | 104 |
|
|
2020
Q4 | $898K | Buy |
3,816
+120
| +3% | +$28.2K | 0.23% | 90 |
|
|
2020
Q3 | $518K | Buy |
3,696
+906
| +32% | +$127K | 0.15% | 123 |
|
|
2020
Q2 | $201K | Buy |
+2,790
| New | +$201K | 0.06% | 184 |
|