YorkBridge Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,960
| Closed | -$520K | – | 274 |
|
|
2022
Q3 | $520K | Buy |
1,960
+358
| +22% | +$95K | 0.13% | 120 |
|
|
2022
Q2 | $360K | Sell |
1,602
-48
| -3% | -$10.8K | 0.09% | 165 |
|
|
2022
Q1 | $593K | Buy |
1,650
+315
| +24% | +$113K | 0.13% | 123 |
|
|
2021
Q4 | $470K | Buy |
1,335
+141
| +12% | +$49.6K | 0.11% | 146 |
|
|
2021
Q3 | $309K | Hold |
1,194
| – | – | 0.08% | 212 |
|
|
2021
Q2 | $271K | Buy |
1,194
+60
| +5% | +$13.6K | 0.07% | 219 |
|
|
2021
Q1 | $252K | Sell |
1,134
-60
| -5% | -$13.3K | 0.07% | 219 |
|
|
2020
Q4 | $281K | Buy |
+1,194
| New | +$281K | 0.09% | 155 |
|
|
2019
Q3 | – | Sell |
-4,545
| Closed | -$68K | – | 606 |
|
|
2019
Q2 | $68K | Hold |
4,545
| – | – | 0.03% | 341 |
|
|
2019
Q1 | $85K | Hold |
4,545
| – | – | 0.04% | 299 |
|
|
2018
Q4 | $101K | Hold |
4,545
| – | – | 0.05% | 244 |
|
|
2018
Q3 | $94K | Sell |
4,545
-15,450
| -77% | -$320K | 0.04% | 292 |
|
|
2018
Q2 | $457K | Hold |
19,995
| – | – | 0.2% | 105 |
|
|
2018
Q1 | $392K | Hold |
19,995
| – | – | 0.18% | 119 |
|
|
2017
Q4 | $444K | Buy |
19,995
+600
| +3% | +$13.3K | 0.21% | 103 |
|
|
2017
Q3 | $441K | Sell |
19,395
-1,125
| -5% | -$25.6K | 0.23% | 97 |
|
|
2017
Q2 | $482K | Buy |
20,520
+16,155
| +370% | +$379K | 0.26% | 88 |
|
|
2017
Q1 | $93K | Sell |
4,365
-210
| -5% | -$4.47K | 0.05% | 279 |
|
|
2016
Q4 | $60K | Buy |
+4,575
| New | +$60K | 0.04% | 333 |
|