Carson Wealth (CWM LLC)’s Echelon Corp ELON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,250
| Closed | -$18K | – | 896 |
|
|
2016
Q1 | $18K | Hold |
3,250
| – | – | ﹤0.01% | 457 |
|
|
2015
Q4 | $18K | Hold |
3,250
| – | – | ﹤0.01% | 406 |
|
|
2015
Q3 | $19K | Hold |
3,250
| – | – | ﹤0.01% | 374 |
|
|
2015
Q2 | $26K | Hold |
3,250
| – | – | ﹤0.01% | 184 |
|
|
2015
Q1 | $31K | Hold |
3,250
| – | – | ﹤0.01% | 180 |
|
|
2014
Q4 | $55K | Hold |
3,250
| – | – | 0.01% | 170 |
|
|
2014
Q3 | $66K | Hold |
3,250
| – | – | 0.01% | 179 |
|
|
2014
Q2 | $79K | Hold |
3,250
| – | – | 0.01% | 176 |
|
|
2014
Q1 | $90K | Hold |
3,250
| – | – | 0.01% | 138 |
|
|
2013
Q4 | $70K | Hold |
3,250
| – | – | 0.01% | 213 |
|
|
2013
Q3 | $78K | Buy |
+3,250
| New | +$78K | 0.02% | 164 |
|