HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,089
| Closed | -$218K | – | 622 |
|
|
2021
Q2 | $218K | Hold |
7,089
| – | – | 0.01% | 534 |
|
|
2021
Q1 | $223K | Sell |
7,089
-3,000
| -30% | -$94.4K | 0.01% | 487 |
|
|
2020
Q4 | $271K | Sell |
10,089
-15,134
| -60% | -$407K | 0.02% | 406 |
|
|
2020
Q3 | $650K | Hold |
25,223
| – | – | 0.05% | 217 |
|
|
2020
Q2 | $545K | Hold |
25,223
| – | – | 0.04% | 235 |
|
|
2020
Q1 | $431K | Hold |
25,223
| – | – | 0.04% | 228 |
|
|
2019
Q4 | $522K | Hold |
25,223
| – | – | 0.05% | 260 |
|
|
2019
Q3 | $571K | Buy |
+25,223
| New | +$571K | 0.05% | 234 |
|