WKWM
EFC
Walter & Keenan Wealth Management’s Ellington Financial EFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-10,500
| Closed | -$209K | – | 140 |
|
|
2015
Q1 | $209K | Hold |
10,500
| – | – | 0.12% | 131 |
|
|
2014
Q4 | $210K | Hold |
10,500
| – | – | 0.12% | 131 |
|
|
2014
Q3 | $233K | Hold |
10,500
| – | – | 0.14% | 129 |
|
|
2014
Q2 | $252K | Hold |
10,500
| – | – | 0.13% | 128 |
|
|
2014
Q1 | $250K | Buy |
+10,500
| New | +$250K | 0.14% | 119 |
|