Avantax Planning Partners’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-900
| Closed | -$208K | – | 478 |
|
|
2024
Q1 | $208K | Buy |
+900
| New | +$208K | 0.01% | 439 |
|
|
2023
Q3 | – | Sell |
-1,073
| Closed | -$200K | – | 371 |
|
|
2023
Q2 | $200K | Buy |
+1,073
| New | +$200K | 0.01% | 355 |
|
|
2022
Q1 | – | Sell |
-1,016
| Closed | -$238K | – | 367 |
|
|
2021
Q4 | $238K | Buy |
1,016
+11
| +1% | +$2.58K | 0.01% | 306 |
|
|
2021
Q3 | $210K | Buy |
1,005
+15
| +2% | +$3.13K | 0.01% | 311 |
|
|
2021
Q2 | $204K | Buy |
+990
| New | +$204K | 0.01% | 307 |
|
|
2018
Q4 | – | Sell |
-702
| Closed | -$110K | – | 520 |
|
|
2018
Q3 | $110K | Buy |
+702
| New | +$110K | 0.01% | 328 |
|
|
2018
Q2 | – | Sell |
-540
| Closed | -$74K | – | 552 |
|
|
2018
Q1 | $74K | Buy |
+540
| New | +$74K | 0.01% | 457 |
|