UBS AM’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
Q4 | – | Sell |
-32,392
| Closed | -$1.55M | – | 2942 |
|
|
2021
Q3 | $1.55M | Buy |
32,392
+5,874
| +22% | +$280K | ﹤0.01% | 1948 |
|
|
2021
Q2 | $815K | Buy |
26,518
+1,875
| +8% | +$57.6K | ﹤0.01% | 2324 |
|
|
2021
Q1 | $774K | Buy |
24,643
+1,058
| +4% | +$33.2K | ﹤0.01% | 2200 |
|
|
2020
Q4 | $633K | Hold |
23,585
| – | – | ﹤0.01% | 2207 |
|
|
2020
Q3 | $608K | Hold |
23,585
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q2 | $510K | Sell |
23,585
-1,791
| -7% | -$38.7K | ﹤0.01% | 2124 |
|
|
2020
Q1 | $433K | Sell |
25,376
-3,249
| -11% | -$55.5K | ﹤0.01% | 2027 |
|
|
2019
Q4 | $593K | Buy |
28,625
+99
| +0.3% | +$2.05K | ﹤0.01% | 2173 |
|
|
2019
Q3 | $646K | Buy |
28,526
+1,987
| +7% | +$45K | ﹤0.01% | 2164 |
|
|
2019
Q2 | $554K | Buy |
26,539
+3,426
| +15% | +$71.5K | ﹤0.01% | 2167 |
|
|
2019
Q1 | $573K | Buy |
23,113
+9,514
| +70% | +$236K | ﹤0.01% | 2056 |
|
|
2018
Q4 | $276K | Sell |
13,599
-9,514
| -41% | -$193K | ﹤0.01% | 2246 |
|
|
2018
Q3 | $715K | Hold |
23,113
| – | – | ﹤0.01% | 1936 |
|
|
2018
Q2 | $676K | Hold |
23,113
| – | – | ﹤0.01% | 1967 |
|
|
2018
Q1 | $638K | Buy |
23,113
+13,599
| +143% | +$375K | ﹤0.01% | 1930 |
|
|
2017
Q4 | $266K | Buy |
+9,514
| New | +$266K | ﹤0.01% | 2172 |
|
|
2016
Q4 | – | Sell |
-13,599
| Closed | -$314K | – | 2735 |
|
|
2016
Q3 | $314K | Hold |
13,599
| – | – | ﹤0.01% | 2242 |
|
|
2016
Q2 | $305K | Buy |
13,599
+2,700
| +25% | +$60.6K | ﹤0.01% | 2217 |
|
|
2016
Q1 | $296K | Sell |
10,899
-600
| -5% | -$16.3K | ﹤0.01% | 2224 |
|
|
2015
Q4 | $234K | Hold |
11,499
| – | – | ﹤0.01% | 2464 |
|
|
2015
Q3 | $225K | Hold |
11,499
| – | – | ﹤0.01% | 2429 |
|
|
2015
Q2 | $376K | Buy |
+11,499
| New | +$376K | ﹤0.01% | 2225 |
|