Number of Shares
903.00
Current Holdings Value*
$234,020.00
% of Portfolio
0.32%
Total Estimate Gain
$974,685.99
% of Total Estimate Gain
43.45%

Moderate Allocation Fund's Tesla Inc Holding Summary

As of 2025-03-31, Moderate Allocation Fund held 903.00 shares of Tesla Inc(TSLA), totaling $234,020.00. This investment constitutes 0.32% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q2. And since then Moderate Allocation Fund has made 5 purchases of TSLA, at an average price of $180.50, for a total of 12,429.00 shares. In addition, there have been 12 sales at an average price of $253.96 for 11,526.00 shares. Based on historical transaction data and TSLA's current price of $322.16, Moderate Allocation Fund's estimated gain on his TSLA holdings is $974,685.99, reflecting a 43.45% gain to date.

Moderate Allocation Fund TSLA ($322.16) Holding Chart

Moderate Allocation Fund TSLA ($322.16) 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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