IFP Advisors’s Ellie Mae Inc ELLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5326 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5131 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4948 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4705 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4498 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4262 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4114 |
|
|
2019
Q1 | – | Sell |
-603
| Closed | -$39K | – | 3831 |
|
|
2018
Q4 | $39K | Sell |
603
-710
| -54% | -$45.9K | ﹤0.01% | 1744 |
|
|
2018
Q3 | $124K | Sell |
1,313
-2
| -0.2% | -$189 | 0.01% | 1345 |
|
|
2018
Q2 | $137K | Buy |
1,315
+960
| +270% | +$100K | 0.01% | 1295 |
|
|
2018
Q1 | $32K | Hold |
355
| – | – | ﹤0.01% | 2084 |
|
|
2017
Q4 | $32K | Hold |
355
| – | – | ﹤0.01% | 2079 |
|
|
2017
Q3 | $29K | Sell |
355
-90
| -20% | -$7.35K | ﹤0.01% | 2345 |
|
|
2017
Q2 | $49K | Sell |
445
-160
| -26% | -$17.6K | ﹤0.01% | 1972 |
|
|
2017
Q1 | $61K | Sell |
605
-40
| -6% | -$4.03K | ﹤0.01% | 1797 |
|
|
2016
Q4 | $54K | Hold |
645
| – | – | ﹤0.01% | 1833 |
|
|
2016
Q3 | $68K | Sell |
645
-185
| -22% | -$19.5K | ﹤0.01% | 1610 |
|
|
2016
Q2 | $76K | Buy |
+830
| New | +$76K | ﹤0.01% | 1501 |
|
|
2016
Q1 | – | Sell |
-12
| Closed | -$1K | – | 3855 |
|
|
2015
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3614 |
|