Winslow Evans & Crocker’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.55M | Buy |
37,464
+32,454
| +648% | +$1.34M | 0.29% | 77 |
|
|
2020
Q3 | $717K | Buy |
5,010
+4,170
| +496% | +$597K | 0.18% | 128 |
|
|
2020
Q2 | $60K | Buy |
840
+240
| +40% | +$17.1K | 0.02% | 437 |
|
|
2020
Q1 | $22K | Hold |
600
| – | – | 0.01% | 567 |
|
|
2019
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 694 |
|
|
2019
Q3 | $10K | Buy |
600
+330
| +122% | +$5.5K | ﹤0.01% | 825 |
|
|
2019
Q2 | $4K | Hold |
270
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q1 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 962 |
|
|
2018
Q3 | – | Sell |
-390
| Closed | -$10K | – | 1141 |
|
|
2018
Q2 | $10K | Sell |
390
-2,370
| -86% | -$60.8K | ﹤0.01% | 811 |
|
|
2018
Q1 | $49K | Buy |
2,760
+420
| +18% | +$7.45K | 0.02% | 484 |
|
|
2017
Q4 | $48.3K | Buy |
2,340
+1,590
| +212% | +$32.8K | 0.02% | 499 |
|
|
2017
Q3 | $17.1K | Sell |
750
-1,035
| -58% | -$23.5K | 0.01% | 694 |
|
|
2017
Q2 | $43K | Sell |
1,785
-15
| -0.8% | -$362 | 0.01% | 586 |
|
|
2017
Q1 | $33.1K | Sell |
1,800
-1,500
| -45% | -$27.6K | 0.01% | 626 |
|
|
2016
Q4 | $46.8K | Hold |
3,300
| – | – | 0.01% | 551 |
|
|
2016
Q3 | $44.7K | Sell |
3,300
-1,110
| -25% | -$15K | 0.01% | 565 |
|
|
2016
Q2 | $62.4K | Buy |
4,410
+1,350
| +44% | +$19.1K | 0.02% | 466 |
|
|
2016
Q1 | $46.9K | Buy |
3,060
+1,260
| +70% | +$19.3K | 0.01% | 517 |
|
|
2015
Q4 | $28.6K | Hold |
1,800
| – | – | 0.01% | 658 |
|
|
2015
Q3 | $29.6K | Hold |
1,800
| – | – | 0.01% | 618 |
|
|
2015
Q2 | $31.9K | Hold |
1,800
| – | – | 0.01% | 654 |
|
|
2015
Q1 | $22.5K | Hold |
1,800
| – | – | 0.01% | 706 |
|
|
2014
Q4 | $26.5K | Buy |
1,800
+360
| +25% | +$5.29K | 0.01% | 666 |
|
|
2014
Q3 | $22.8K | Buy |
1,440
+30
| +2% | +$475 | 0.01% | 711 |
|
|
2014
Q2 | $22.6K | Buy |
1,410
+1,035
| +276% | +$16.6K | 0.01% | 646 |
|
|
2014
Q1 | $5.21K | Buy |
+375
| New | +$5.21K | ﹤0.01% | 1010 |
|