ACG Wealth’s SolarCity Corporation SCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-21,239
| Closed | -$415K | – | 283 |
|
|
2016
Q3 | $415K | Hold |
21,239
| – | – | 0.09% | 167 |
|
|
2016
Q2 | $508K | Sell |
21,239
-450
| -2% | -$10.8K | 0.11% | 140 |
|
|
2016
Q1 | $533K | Sell |
21,689
-1,647
| -7% | -$40.5K | 0.12% | 130 |
|
|
2015
Q4 | $1.19M | Sell |
23,336
-11,627
| -33% | -$593K | 0.27% | 95 |
|
|
2015
Q3 | $1.49M | Buy |
34,963
+758
| +2% | +$32.4K | 0.4% | 69 |
|
|
2015
Q2 | $1.83M | Sell |
34,205
-21
| -0.1% | -$1.13K | 0.46% | 67 |
|
|
2015
Q1 | $1.76M | Buy |
34,226
+13,261
| +63% | +$680K | 0.46% | 69 |
|
|
2014
Q4 | $1.12M | Sell |
20,965
-2,259
| -10% | -$121K | 0.3% | 84 |
|
|
2014
Q3 | $1.38M | Sell |
23,224
-20,140
| -46% | -$1.2M | 0.39% | 76 |
|
|
2014
Q2 | $3.06M | Buy |
43,364
+28,785
| +197% | +$2.03M | 0.58% | 61 |
|
|
2014
Q1 | $913K | Buy |
+14,579
| New | +$913K | 0.27% | 90 |
|