United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,399
| Closed | -$237K | – | 1486 |
|
|
2019
Q1 | $237K | Buy |
+2,399
| New | +$237K | ﹤0.01% | 1197 |
|
|
2018
Q4 | – | Sell |
-78,285
| Closed | -$7.42M | – | 1392 |
|
|
2018
Q3 | $7.42M | Buy |
78,285
+980
| +1% | +$92.9K | 0.05% | 358 |
|
|
2018
Q2 | $8.03M | Sell |
77,305
-2,950
| -4% | -$306K | 0.06% | 338 |
|
|
2018
Q1 | $7.38M | Buy |
80,255
+77,856
| +3,245% | +$7.16M | 0.06% | 348 |
|
|
2017
Q4 | $214K | Buy |
+2,399
| New | +$214K | ﹤0.01% | 1219 |
|
|
2017
Q3 | – | Sell |
-2,399
| Closed | -$264K | – | 1353 |
|
|
2017
Q2 | $264K | Buy |
2,399
+100
| +4% | +$11K | ﹤0.01% | 1114 |
|
|
2017
Q1 | $231K | Buy |
+2,299
| New | +$231K | ﹤0.01% | 1144 |
|
|
2016
Q4 | – | Sell |
-2,299
| Closed | -$242K | – | 1345 |
|
|
2016
Q3 | $242K | Sell |
2,299
-43
| -2% | -$4.53K | ﹤0.01% | 1134 |
|
|
2016
Q2 | $215K | Buy |
2,342
+58
| +3% | +$5.33K | ﹤0.01% | 1149 |
|
|
2016
Q1 | $207K | Buy |
+2,284
| New | +$207K | ﹤0.01% | 1112 |
|