Integrated 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 |
-1,835
| Closed | -$36K | – | 1287 |
|
|
2016
Q3 | $36K | Hold |
1,835
| – | – | 0.01% | 482 |
|
|
2016
Q2 | $44K | Sell |
1,835
-935
| -34% | -$22.4K | 0.02% | 431 |
|
|
2016
Q1 | $68K | Hold |
2,770
| – | – | 0.03% | 344 |
|
|
2015
Q4 | $141K | Hold |
2,770
| – | – | 0.06% | 242 |
|
|
2015
Q3 | $118K | Buy |
2,770
+100
| +4% | +$4.26K | 0.05% | 254 |
|
|
2015
Q2 | $143K | Buy |
2,670
+780
| +41% | +$41.8K | 0.06% | 236 |
|
|
2015
Q1 | $96K | Buy |
+1,890
| New | +$96K | 0.04% | 278 |
|