Creative Planning’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 |
-26,687
| Closed | -$522K | – | 4861 |
|
|
2016
Q3 | $522K | Buy |
26,687
+1,827
| +7% | +$35.7K | ﹤0.01% | 869 |
|
|
2016
Q2 | $595K | Buy |
24,860
+4,108
| +20% | +$98.3K | ﹤0.01% | 704 |
|
|
2016
Q1 | $510K | Buy |
20,752
+13,660
| +193% | +$336K | ﹤0.01% | 741 |
|
|
2015
Q4 | $362K | Buy |
7,092
+1,910
| +37% | +$97.5K | ﹤0.01% | 902 |
|
|
2015
Q3 | $221K | Buy |
+5,182
| New | +$221K | ﹤0.01% | 1133 |
|
|
2015
Q2 | – | Sell |
-4,064
| Closed | -$208K | – | 4080 |
|
|
2015
Q1 | $208K | Buy |
4,064
+984
| +32% | +$50.4K | ﹤0.01% | 1170 |
|
|
2014
Q4 | $165K | Buy |
3,080
+1,495
| +94% | +$80.1K | ﹤0.01% | 1253 |
|
|
2014
Q3 | $94K | Sell |
1,585
-145
| -8% | -$8.6K | ﹤0.01% | 1514 |
|
|
2014
Q2 | $122K | Sell |
1,730
-245
| -12% | -$17.3K | ﹤0.01% | 1309 |
|
|
2014
Q1 | $124K | Buy |
1,975
+201
| +11% | +$12.6K | ﹤0.01% | 1262 |
|
|
2013
Q4 | $101K | Buy |
1,774
+684
| +63% | +$38.9K | ﹤0.01% | 1192 |
|
|
2013
Q3 | $38K | Buy |
1,090
+1,010
| +1,263% | +$35.2K | ﹤0.01% | 1701 |
|
|
2013
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 2800 |
|