IPG Investment Advisors’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 |
-22,845
| Closed | -$976K | – | 150 |
|
|
2015
Q3 | $976K | Buy |
22,845
+7,300
| +47% | +$312K | 0.45% | 44 |
|
|
2015
Q2 | $832K | Sell |
15,545
-2,675
| -15% | -$143K | 0.3% | 63 |
|
|
2015
Q1 | $934K | Buy |
18,220
+10,565
| +138% | +$542K | 0.35% | 54 |
|
|
2014
Q4 | $409K | Buy |
7,655
+2,750
| +56% | +$147K | 0.16% | 72 |
|
|
2014
Q3 | $292K | Buy |
4,905
+1,185
| +32% | +$70.6K | 0.11% | 72 |
|
|
2014
Q2 | $263K | Buy |
+3,720
| New | +$263K | 0.11% | 81 |
|