WealthTrust-Arizona’s Echelon Corp ELON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-420
| Closed | -$3K | – | 742 |
|
|
2018
Q2 | $3K | Hold |
420
| – | – | ﹤0.01% | 570 |
|
|
2018
Q1 | $2K | Hold |
420
| – | – | ﹤0.01% | 599 |
|
|
2017
Q4 | $2K | Hold |
420
| – | – | ﹤0.01% | 601 |
|
|
2017
Q3 | $2K | Buy |
420
+200
| +91% | +$969 | ﹤0.01% | 604 |
|
|
2017
Q2 | $1K | Sell |
220
-100
| -31% | -$617 | ﹤0.01% | 627 |
|
|
2017
Q1 | $2K | Hold |
320
| – | – | ﹤0.01% | 568 |
|
|
2016
Q4 | $2K | Hold |
320
| – | – | ﹤0.01% | 567 |
|
|
2016
Q3 | $2K | Sell |
320
-200
| -38% | -$1.02K | ﹤0.01% | 563 |
|
|
2016
Q2 | $2K | Hold |
520
| – | – | ﹤0.01% | 553 |
|
|
2016
Q1 | $3K | Hold |
520
| – | – | ﹤0.01% | 527 |
|
|
2015
Q4 | $3K | Sell |
520
-100
| -16% | -$606 | ﹤0.01% | 550 |
|
|
2015
Q3 | $4K | Hold |
620
| – | – | ﹤0.01% | 514 |
|
|
2015
Q2 | $5K | Buy |
620
+150
| +32% | +$1.39K | ﹤0.01% | 506 |
|
|
2015
Q1 | $4K | Buy |
470
+150
| +47% | +$1.89K | ﹤0.01% | 545 |
|
|
2014
Q4 | $5K | Buy |
320
+100
| +45% | +$1.86K | ﹤0.01% | 493 |
|
|
2014
Q3 | $4K | Buy |
220
+20
| +10% | +$452 | ﹤0.01% | 523 |
|
|
2014
Q2 | $5K | Buy |
200
+150
| +300% | +$3.85K | 0.01% | 502 |
|
|
2014
Q1 | $1K | Buy |
+50
| New | +$1.51K | ﹤0.01% | 673 |
|
WealthTrust-Arizona's ELON Position: Q3 2018 in Review
WealthTrust-Arizona sold out of Echelon Corp (ELON) in Q3 2018, closing a stake of 420 shares — an estimated $3K sold.
WealthTrust-Arizona first reported a position in ELON in Q1 2014 and held it in 18 quarters. The position peaked at $5K in Q2 2015. 0 funds tracked by Wall St. Rank hold ELON as of Q3 2018.
- WealthTrust-Arizona reported no remaining Echelon Corp position as of Q3 2018 after selling out during the quarter.
- WealthTrust-Arizona sold 420 Echelon Corp shares in Q3 2018, an estimated $3K.
- WealthTrust-Arizona first reported a position in Echelon Corp in Q1 2014 and held it in 18 quarters.
- WealthTrust-Arizona's Echelon Corp position peaked at $5K in Q2 2015.
- 0 funds tracked by Wall St. Rank held Echelon Corp as of Q3 2018.
Based on WealthTrust-Arizona's 13F filing for Q3 2018, filed 17 Oct 2018.