Shepherd Kaplan Krochuk’s Echelon Corp ELON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-28,977
| Closed | -$152K | – | 381 |
|
|
2016
Q3 | $152K | Buy |
28,977
+10,896
| +60% | +$57.2K | 0.03% | 263 |
|
|
2016
Q2 | $86K | Sell |
18,081
-5,000
| -22% | -$23.8K | 0.02% | 312 |
|
|
2016
Q1 | $127K | Sell |
23,081
-8,878
| -28% | -$48.9K | 0.04% | 228 |
|
|
2015
Q4 | $180K | Buy |
31,959
+8,699
| +37% | +$49K | 0.05% | 283 |
|
|
2015
Q3 | $138K | Buy |
23,260
+12,900
| +125% | +$76.5K | 0.04% | 295 |
|
|
2015
Q2 | $83K | Buy |
10,360
+6,250
| +152% | +$50.1K | 0.02% | 373 |
|
|
2015
Q1 | $39K | Buy |
+4,110
| New | +$39K | 0.01% | 371 |
|