Cabot Wealth Management’s SolarCity Corporation SCTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-64,511
| Closed | -$2.76M | – | 152 |
|
|
2015
Q3 | $2.76M | Sell |
64,511
-5,315
| -8% | -$227K | 0.76% | 53 |
|
|
2015
Q2 | $3.74M | Sell |
69,826
-34,241
| -33% | -$1.83M | 0.91% | 50 |
|
|
2015
Q1 | $5.34M | Buy |
104,067
+27,911
| +37% | +$1.43M | 1.3% | 26 |
|
|
2014
Q4 | $4.07M | Sell |
76,156
-893
| -1% | -$47.8K | 1.01% | 45 |
|
|
2014
Q3 | $4.59M | Sell |
77,049
-620
| -0.8% | -$37K | 1.18% | 27 |
|
|
2014
Q2 | $5.48M | Buy |
+77,669
| New | +$5.48M | 1.38% | 16 |
|