TWMP
ELLI
Taylor Wealth Management Partners’s Ellie Mae Inc ELLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$10K | – | 146 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 111 |
|
|
2018
Q1 | $9K | Sell |
100
-18,775
| -99% | -$1.69M | ﹤0.01% | 109 |
|
|
2017
Q4 | $1.69M | Sell |
18,875
-382
| -2% | -$34.1K | 0.72% | 39 |
|
|
2017
Q3 | $1.58M | Sell |
19,257
-436
| -2% | -$35.8K | 0.71% | 39 |
|
|
2017
Q2 | $2.16M | Sell |
19,693
-460
| -2% | -$50.5K | 0.98% | 37 |
|
|
2017
Q1 | $2.02M | Sell |
20,153
-23,027
| -53% | -$2.31M | 0.91% | 36 |
|
|
2016
Q4 | $3.61M | Buy |
+43,180
| New | +$3.61M | 1.67% | 30 |
|