Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-600
| Closed | -$18K | – | 871 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | 0.01% | 488 |
|
|
2018
Q1 | $17K | Hold |
600
| – | – | 0.01% | 535 |
|
|
2017
Q4 | $17K | Sell |
600
-400
| -40% | -$11.3K | 0.01% | 526 |
|
|
2017
Q3 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 473 |
|
|
2016
Q1 | – | Sell |
-76
| Closed | -$2K | – | 1080 |
|
|
2015
Q4 | $2K | Sell |
76
-39,980
| -100% | -$1.05M | ﹤0.01% | 880 |
|
|
2015
Q3 | $785K | Hold |
40,056
| – | – | 0.62% | 40 |
|
|
2015
Q2 | $1.31M | Sell |
40,056
-21,000
| -34% | -$686K | 0.94% | 19 |
|
|
2015
Q1 | $1.66M | Sell |
61,056
-25,000
| -29% | -$681K | 1.16% | 15 |
|
|
2014
Q4 | $2.51M | Sell |
86,056
-7,350
| -8% | -$215K | 1.85% | 10 |
|
|
2014
Q3 | $2.2M | Sell |
93,406
-23,293
| -20% | -$549K | 1.92% | 10 |
|
|
2014
Q2 | $2.24M | Buy |
116,699
+1,855
| +2% | +$35.6K | 2% | 12 |
|
|
2014
Q1 | $2.1M | Hold |
114,844
| – | – | 2.29% | 8 |
|
|
2013
Q4 | $2.47M | Hold |
114,844
| – | – | 1.39% | 7 |
|
|
2013
Q3 | $2.41M | Hold |
114,844
| – | – | 1.47% | 7 |
|
|
2013
Q2 | $2.24M | Buy |
+114,844
| New | +$2.24M | 1.66% | 6 |
|