Optimum Investment 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
Q1 | – | Sell |
-6,800
| Closed | -$410K | – | 289 |
|
2015
Q4 | $410K | Buy |
+6,800
| New | +$410K | 0.16% | 179 |
|
2015
Q1 | $61K | Hold |
1,100
| – | – | 0.02% | 470 |
|
2014
Q4 | $44K | Hold |
1,100
| – | – | 0.01% | 545 |
|
2014
Q3 | $36K | Hold |
1,100
| – | – | 0.01% | 535 |
|
2014
Q2 | $34K | Hold |
1,100
| – | – | 0.01% | 560 |
|
2014
Q1 | $32K | Buy |
1,100
+300
| +38% | +$8.73K | 0.01% | 444 |
|
2013
Q4 | $21K | Buy |
+800
| New | +$21K | 0.01% | 516 |
|