Copia Wealth Management TSLA Holdings History
Number of Shares
711.00
Current Holdings Value*
$184,260.00
% of Portfolio
0.17%
Total Estimate Gain
$-10,333.30
% of Total Estimate Gain
-2.26%
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 $297.81, Copia Wealth Management's estimated gain on his TSLA holdings is $-10,333.30, reflecting a -2.26% gain to date.
Copia Wealth Management TSLA ($297.81) Holding Chart
Copia Wealth Management TSLA ($297.81) 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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