McDaniel Terry & Co’s Echelon Corp ELON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,416
| Closed | -$32K | – | 46 |
|
|
2015
Q3 | $32K | Hold |
5,416
| – | – | 0.01% | 45 |
|
|
2015
Q2 | $43K | Hold |
5,416
| – | – | 0.01% | 46 |
|
|
2015
Q1 | $51K | Hold |
5,416
| – | – | 0.01% | 49 |
|
|
2014
Q4 | $92K | Sell |
5,416
-550
| -9% | -$9.34K | 0.02% | 50 |
|
|
2014
Q3 | $122K | Hold |
5,966
| – | – | 0.03% | 49 |
|
|
2014
Q2 | $145K | Hold |
5,966
| – | – | 0.03% | 48 |
|
|
2014
Q1 | $166K | Buy |
5,966
+300
| +5% | +$8.35K | 0.04% | 48 |
|
|
2013
Q4 | $122K | Sell |
5,666
-1,234
| -18% | -$26.6K | 0.03% | 49 |
|
|
2013
Q3 | $165K | Sell |
6,900
-750
| -10% | -$17.9K | 0.05% | 50 |
|
|
2013
Q2 | $161K | Buy |
+7,650
| New | +$161K | 0.05% | 48 |
|