WFG 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
Q2 | – | Sell |
-300
| Closed | -$7K | – | 1800 |
|
|
2016
Q1 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 1144 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$15K | – | 1912 |
|
|
2015
Q1 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 1090 |
|
|
2014
Q4 | – | Sell |
-2,225
| Closed | -$133K | – | 2352 |
|
|
2014
Q3 | $133K | Buy |
2,225
+2,055
| +1,209% | +$123K | 0.03% | 562 |
|
|
2014
Q2 | $12K | Sell |
170
-1,480
| -90% | -$104K | ﹤0.01% | 1436 |
|
|
2014
Q1 | $103K | Buy |
+1,650
| New | +$103K | 0.02% | 630 |
|