SWM Advisors TSLA Holdings History
Number of Shares
3,732.00
Current Holdings Value*
$990,000.00
% of Portfolio
0.93%
Total Estimate Gain
$-52,437.36
% of Total Estimate Gain
-4.27%
SWM Advisors's Tesla Inc Holding Summary
As of 2022-09-30, SWM Advisors held 3,732.00 shares of Tesla Inc(TSLA), totaling $990,000.00. This investment constitutes 0.93% of their stock portfolio, and SWM Advisors now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2021Q4. And since then SWM Advisors has made 1 purchases of TSLA, at an average price of $329.40, for a total of 3,732.00 shares. Based on historical transaction data and TSLA's current price of $315.35, SWM Advisors's estimated gain on his TSLA holdings is $-52,437.36, reflecting a -4.27% gain to date.
SWM Advisors TSLA ($315.35) Holding Chart
SWM Advisors 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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