J.P. Morgan Private Wealth Advisors’s Echelon Corp ELON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,221
| Closed | -$19K | – | 1233 |
|
|
2015
Q3 | $19K | Buy |
+3,221
| New | +$19K | ﹤0.01% | 1043 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$29K | – | 1172 |
|
|
2015
Q1 | $29K | Hold |
3,000
| – | – | ﹤0.01% | 1122 |
|
|
2014
Q4 | $51K | Buy |
+3,000
| New | +$51K | ﹤0.01% | 1070 |
|