Atlas Private Wealth Management’s Ecolab ECL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,316
Closed -$1.05M 120
2023
Q1
$1.05M Sell
6,316
-97
-2% -$16.1K 0.63% 54
2022
Q4
$934K Buy
6,413
+251
+4% +$36.5K 0.43% 56
2022
Q3
$890K Buy
6,162
+317
+5% +$45.8K 0.64% 50
2022
Q2
$899K Buy
5,845
+279
+5% +$42.9K 0.61% 52
2022
Q1
$983K Buy
5,566
+180
+3% +$31.8K 0.57% 58
2021
Q4
$1.26M Buy
5,386
+93
+2% +$21.8K 0.7% 45
2021
Q3
$1.1M Sell
5,293
-149
-3% -$31.1K 0.67% 49
2021
Q2
$1.12M Buy
5,442
+519
+11% +$107K 0.69% 46
2021
Q1
$1.05M Buy
4,923
+477
+11% +$102K 0.67% 42
2020
Q4
$962K Buy
4,446
+18
+0.4% +$3.9K 0.69% 45
2020
Q3
$885K Buy
4,428
+36
+0.8% +$7.2K 0.69% 45
2020
Q2
$874K Buy
4,392
+39
+0.9% +$7.76K 0.7% 39
2020
Q1
$678K Buy
4,353
+1,709
+65% +$266K 0.63% 46
2019
Q4
$510K Buy
+2,644
New +$510K 0.39% 77