EWM
ELON
Evercore Wealth Management’s Echelon Corp ELON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,995
| Closed | -$19K | – | 1014 |
|
|
2014
Q2 | $19K | Sell |
7,995
-2,000
| -20% | -$4.75K | ﹤0.01% | 748 |
|
|
2014
Q1 | $28K | Buy |
9,995
+2,000
| +25% | +$5.6K | ﹤0.01% | 695 |
|
|
2013
Q4 | $17K | Hold |
7,995
| – | – | ﹤0.01% | 710 |
|
|
2013
Q3 | $19K | Hold |
7,995
| – | – | ﹤0.01% | 695 |
|
|
2013
Q2 | $17K | Buy |
+7,995
| New | +$17K | ﹤0.01% | 679 |
|