Baker Tilly Wealth Management’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 |
-1,101
| Closed | -$254K | – | 320 |
|
|
2024
Q1 | $254K | Sell |
1,101
-13
| -1% | -$3K | 0.05% | 373 |
|
|
2023
Q4 | $221K | Sell |
1,114
-131
| -11% | -$26K | 0.04% | 436 |
|
|
2023
Q3 | $211K | Sell |
1,245
-1,639
| -57% | -$278K | 0.03% | 433 |
|
|
2023
Q2 | $538K | Sell |
2,884
-1,218
| -30% | -$227K | 0.06% | 318 |
|
|
2023
Q1 | $679K | Buy |
4,102
+121
| +3% | +$20K | 0.08% | 270 |
|
|
2022
Q4 | $579K | Sell |
3,981
-1,528
| -28% | -$222K | 0.07% | 286 |
|
|
2022
Q3 | $796K | Sell |
5,509
-3,870
| -41% | -$559K | 0.11% | 202 |
|
|
2022
Q2 | $1.44M | Sell |
9,379
-492
| -5% | -$75.6K | 0.19% | 116 |
|
|
2022
Q1 | $1.74M | Buy |
9,871
+900
| +10% | +$159K | 0.19% | 105 |
|
|
2021
Q4 | $2.11M | Buy |
8,971
+460
| +5% | +$108K | 0.23% | 87 |
|
|
2021
Q3 | $1.78M | Buy |
8,511
+4,847
| +132% | +$1.01M | 0.23% | 83 |
|
|
2021
Q2 | $755K | Buy |
3,664
+656
| +22% | +$135K | 0.12% | 191 |
|
|
2021
Q1 | $644K | Buy |
+3,008
| New | +$644K | 0.13% | 195 |
|