J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,876
| Closed | -$303K | – | 1323 |
|
|
2016
Q3 | $303K | Sell |
2,876
-264
| -8% | -$27.8K | ﹤0.01% | 984 |
|
|
2016
Q2 | $288K | Buy |
+3,140
| New | +$288K | ﹤0.01% | 1000 |
|
|
2016
Q1 | – | Sell |
-3,695
| Closed | -$223K | – | 1326 |
|
|
2015
Q4 | $223K | Sell |
3,695
-2,023
| -35% | -$122K | ﹤0.01% | 988 |
|
|
2015
Q3 | $381K | Sell |
5,718
-1,477
| -21% | -$98.4K | ﹤0.01% | 711 |
|
|
2015
Q2 | $502K | Sell |
7,195
-756
| -10% | -$52.7K | 0.01% | 673 |
|
|
2015
Q1 | $440K | Buy |
7,951
+1,103
| +16% | +$61K | 0.01% | 761 |
|
|
2014
Q4 | $276K | Sell |
6,848
-4,667
| -41% | -$188K | ﹤0.01% | 906 |
|
|
2014
Q3 | $375K | Buy |
11,515
+1,000
| +10% | +$32.6K | ﹤0.01% | 778 |
|
|
2014
Q2 | $327K | Sell |
10,515
-1,272
| -11% | -$39.6K | 0.01% | 693 |
|
|
2014
Q1 | $340K | Buy |
+11,787
| New | +$340K | 0.01% | 685 |
|