Creative Planning’s Echelon Corp ELON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23
| Closed | – | – | 4274 |
|
|
2017
Q2 | $0 | Sell |
23
-70
| -75% | – | ﹤0.01% | 4805 |
|
|
2017
Q1 | $1K | Buy |
93
+70
| +304% | +$753 | ﹤0.01% | 4429 |
|
|
2016
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 4723 |
|
|
2016
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 4598 |
|
|
2016
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 4440 |
|
|
2016
Q1 | $0 | Sell |
23
-1,000
| -98% | – | ﹤0.01% | 4507 |
|
|
2015
Q4 | $6K | Hold |
1,023
| – | – | ﹤0.01% | 3563 |
|
|
2015
Q3 | $6K | Hold |
1,023
| – | – | ﹤0.01% | 3506 |
|
|
2015
Q2 | $8K | Hold |
1,023
| – | – | ﹤0.01% | 1063 |
|
|
2015
Q1 | $10K | Buy |
1,023
+1,003
| +5,015% | +$9.8K | ﹤0.01% | 3171 |
|
|
2014
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 4267 |
|
|
2014
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 4070 |
|
|
2014
Q2 | $0 | Buy |
20
+10
| +100% | – | ﹤0.01% | 3900 |
|
|
2014
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3723 |
|
|
2013
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3555 |
|
|
2013
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3430 |
|
|
2013
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3151 |
|