Merriman Wealth Management’s Ellie Mae Inc ELLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-80,686
| Closed | -$7.65M | – | 223 |
|
|
2018
Q3 | $7.65M | Buy |
80,686
+100
| +0.1% | +$9.48K | 1.63% | 16 |
|
|
2018
Q2 | $8.37M | Hold |
80,586
| – | – | 1.91% | 9 |
|
|
2018
Q1 | $7.41M | Hold |
80,586
| – | – | 1.95% | 9 |
|
|
2017
Q4 | $7.2M | Hold |
80,586
| – | – | 1.76% | 11 |
|
|
2017
Q3 | $6.62M | Buy |
80,586
+10,000
| +14% | +$821K | 1.57% | 15 |
|
|
2017
Q2 | $7.76M | Hold |
70,586
| – | – | 2.16% | 10 |
|
|
2017
Q1 | $7.08M | Buy |
70,586
+10,666
| +18% | +$1.07M | 1.72% | 13 |
|
|
2016
Q4 | $5.01M | Hold |
59,920
| – | – | 1.37% | 22 |
|
|
2016
Q3 | $6.31M | Buy |
59,920
+1,588
| +3% | +$167K | 1.3% | 22 |
|
|
2016
Q2 | $5.35M | Buy |
+58,332
| New | +$5.35M | 1.51% | 21 |
|