J.P. Morgan Private Wealth Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,343
| Closed | -$350K | – | 2068 |
|
|
2021
Q3 | $350K | Hold |
7,343
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q2 | $226K | Hold |
7,343
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q1 | $231K | Sell |
7,343
-644
| -8% | -$20.3K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $214K | Sell |
7,987
-4,108
| -34% | -$110K | ﹤0.01% | 1623 |
|
|
2020
Q3 | $312K | Sell |
12,095
-691
| -5% | -$17.8K | ﹤0.01% | 1350 |
|
|
2020
Q2 | $276K | Sell |
12,786
-231
| -2% | -$4.99K | ﹤0.01% | 1346 |
|
|
2020
Q1 | $222K | Sell |
13,017
-2,189
| -14% | -$37.3K | ﹤0.01% | 1257 |
|
|
2019
Q4 | $315K | Sell |
15,206
-1,470
| -9% | -$30.5K | ﹤0.01% | 1216 |
|
|
2019
Q3 | $378K | Buy |
16,676
+4,853
| +41% | +$110K | ﹤0.01% | 1101 |
|
|
2019
Q2 | $247K | Sell |
11,823
-229
| -2% | -$4.78K | ﹤0.01% | 1224 |
|
|
2019
Q1 | $299K | Sell |
12,052
-188
| -2% | -$4.66K | ﹤0.01% | 1208 |
|
|
2018
Q4 | $249K | Buy |
12,240
+172
| +1% | +$3.5K | ﹤0.01% | 1250 |
|
|
2018
Q3 | $374K | Buy |
12,068
+892
| +8% | +$27.6K | ﹤0.01% | 1194 |
|
|
2018
Q2 | $327K | Buy |
11,176
+2,394
| +27% | +$70K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $242K | Buy |
8,782
+296
| +3% | +$8.16K | ﹤0.01% | 1127 |
|
|
2017
Q4 | $238K | Buy |
+8,486
| New | +$238K | ﹤0.01% | 1129 |
|
|
2017
Q2 | – | Sell |
-9,506
| Closed | -$203K | – | 1382 |
|
|
2017
Q1 | $203K | Buy |
+9,506
| New | +$203K | ﹤0.01% | 1241 |
|