Number of Shares
711.00
Current Holdings Value*
$184,260.00
% of Portfolio
0.17%
Total Estimate Gain
$2,137.64
% of Total Estimate Gain
0.47%

Copia Wealth Management's Tesla Inc Holding Summary

As of 2025-03-31, Copia Wealth Management held 711.00 shares of Tesla Inc(TSLA), totaling $184,260.00. This investment constitutes 0.17% of their stock portfolio, and Copia Wealth Management now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $333.26 for 704.00 shares. Based on historical transaction data and TSLA's current price of $315.35, Copia Wealth Management's estimated gain on his TSLA holdings is $2,137.64, reflecting a 0.47% gain to date.

Copia Wealth Management TSLA ($315.35) Holding Chart

Copia Wealth Management TSLA ($315.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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