Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$10K | – | 1143 |
|
|
2016
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 876 |
|
|
2016
Q2 | $12K | Sell |
500
-145
| -22% | -$3.48K | ﹤0.01% | 838 |
|
|
2016
Q1 | $16K | Buy |
645
+145
| +29% | +$3.6K | ﹤0.01% | 758 |
|
|
2015
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 723 |
|
|
2015
Q3 | $21K | Buy |
+500
| New | +$21K | ﹤0.01% | 734 |
|