WR Wealth Planners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.46M | Sell |
3,624
-162
| -4% | -$65.4K | 0.47% | 31 |
|
|
2024
Q3 | $991K | Buy |
3,786
+113
| +3% | +$29.6K | 0.28% | 60 |
|
|
2024
Q2 | $727K | Sell |
3,673
-1,015
| -22% | -$201K | 0.22% | 69 |
|
|
2024
Q1 | $824K | Buy |
4,688
+307
| +7% | +$54K | 0.26% | 57 |
|
|
2023
Q4 | $1.09M | Buy |
4,381
+47
| +1% | +$11.7K | 0.41% | 48 |
|
|
2023
Q3 | $1.08M | Buy |
4,334
+202
| +5% | +$50.5K | 0.41% | 39 |
|
|
2023
Q2 | $1.08M | Sell |
4,132
-670
| -14% | -$175K | 0.42% | 41 |
|
|
2023
Q1 | $996K | Buy |
4,802
+4,715
| +5,420% | +$978K | 0.43% | 41 |
|
|
2022
Q4 | $10.7K | Buy |
87
+21
| +32% | +$2.59K | 0.01% | 259 |
|
|
2022
Q3 | $17.5K | Hold |
66
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $14.8K | Buy |
66
+18
| +38% | +$4.04K | 0.01% | 252 |
|
|
2022
Q1 | $17.2K | Buy |
+48
| New | +$17.2K | 0.01% | 246 |
|