UPA
SCTY
Union Point Advisors’s SolarCity Corporation SCTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-78,380
| Closed | -$4.19M | – | 30 |
|
|
2014
Q4 | $4.19M | Sell |
78,380
-128,135
| -62% | -$6.85M | 1.76% | 17 |
|
|
2014
Q3 | $12.3M | Buy |
206,515
+136,210
| +194% | +$8.12M | 4.86% | 7 |
|
|
2014
Q2 | $4.96M | Buy |
70,305
+2,654
| +4% | +$187K | 2.04% | 16 |
|
|
2014
Q1 | $4.24M | Buy |
67,651
+6,475
| +11% | +$405K | 1.94% | 18 |
|
|
2013
Q4 | $3.48M | Buy |
+61,176
| New | +$3.48M | 3.38% | 14 |
|