Loring Wolcott & Coolidge Fiduciary Advisors’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 |
-6,009
| Closed | -$118K | – | 644 |
|
|
2016
Q3 | $118K | Hold |
6,009
| – | – | ﹤0.01% | 318 |
|
|
2016
Q2 | $144K | Sell |
6,009
-485
| -7% | -$11.6K | ﹤0.01% | 291 |
|
|
2016
Q1 | $160K | Buy |
6,494
+3,324
| +105% | +$81.9K | ﹤0.01% | 263 |
|
|
2015
Q4 | $162K | Buy |
3,170
+1,879
| +146% | +$96K | ﹤0.01% | 284 |
|
|
2015
Q3 | $69K | Hold |
1,291
| – | – | ﹤0.01% | 393 |
|
|
2015
Q2 | $69K | Buy |
1,291
+705
| +120% | +$37.7K | ﹤0.01% | 393 |
|
|
2015
Q1 | $30K | Buy |
586
+521
| +802% | +$26.7K | ﹤0.01% | 489 |
|
|
2014
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 611 |
|
|
2014
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 577 |
|
|
2014
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 594 |
|
|
2014
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 598 |
|