Perigon 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 |
-1,400
| Closed | -$27K | – | 785 |
|
|
2016
Q3 | $27K | Hold |
1,400
| – | – | 0.01% | 369 |
|
|
2016
Q2 | $34K | Hold |
1,400
| – | – | 0.01% | 309 |
|
|
2016
Q1 | $34K | Buy |
+1,400
| New | +$34K | 0.01% | 212 |
|
|
2015
Q4 | – | Sell |
-8,208
| Closed | -$351K | – | 233 |
|
|
2015
Q3 | $351K | Buy |
8,208
+82
| +1% | +$3.51K | 0.1% | 156 |
|
|
2015
Q2 | $435K | Sell |
8,126
-387
| -5% | -$20.7K | 0.11% | 152 |
|
|
2015
Q1 | $437K | Sell |
8,513
-10,793
| -56% | -$554K | 0.12% | 151 |
|
|
2014
Q4 | $1.03M | Buy |
+19,306
| New | +$1.03M | 0.31% | 75 |
|