Creative Planning’s Echo Global Logistics, Inc. ECHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-84
| Closed | -$2K | – | 4671 |
|
|
2016
Q3 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 4154 |
|
|
2014
Q4 | – | Sell |
-456
| Closed | -$11K | – | 4226 |
|
|
2014
Q3 | $11K | Buy |
456
+208
| +84% | +$5.02K | ﹤0.01% | 2869 |
|
|
2014
Q2 | $5K | Hold |
248
| – | – | ﹤0.01% | 3170 |
|
|
2014
Q1 | $5K | Hold |
248
| – | – | ﹤0.01% | 3044 |
|
|
2013
Q4 | $5K | Hold |
248
| – | – | ﹤0.01% | 2860 |
|
|
2013
Q3 | $5K | Hold |
248
| – | – | ﹤0.01% | 2752 |
|
|
2013
Q2 | $5K | Buy |
+248
| New | +$5K | ﹤0.01% | 2572 |
|