Montag & Associates’s EchoStar SATS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-119,116
Closed -$2.89M 893
2021
Q2
$2.89M Buy
119,116
+53,579
+82% +$1.3M 0.15% 139
2021
Q1
$1.57M Buy
+65,537
New +$1.57M 0.09% 191
2020
Q2
Sell
-38,125
Closed -$1.22M 300
2020
Q1
$1.22M Sell
38,125
-7,689
-17% -$246K 0.12% 153
2019
Q4
$1.98M Sell
45,814
-5,311
-10% -$230K 0.16% 136
2019
Q3
$2.03M Buy
+51,125
New +$2.03M 0.18% 119