BerganKDV Wealth Management’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $189K | Hold |
1,010
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $167K | Hold |
1,010
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $147K | Sell |
1,010
-102
| -9% | -$14.8K | 0.02% | 262 |
|
|
2022
Q3 | $161K | Buy |
1,112
+90
| +9% | +$13K | 0.02% | 244 |
|
|
2022
Q2 | $157K | Sell |
1,022
-5
| -0.5% | -$768 | 0.02% | 257 |
|
|
2022
Q1 | $181K | Sell |
1,027
-17
| -2% | -$3K | 0.02% | 248 |
|
|
2021
Q4 | $245K | Sell |
1,044
-295
| -22% | -$69.2K | 0.03% | 240 |
|
|
2021
Q3 | $279K | Buy |
1,339
+1,000
| +295% | +$208K | 0.03% | 226 |
|
|
2021
Q2 | $70K | Buy |
339
+300
| +769% | +$61.9K | 0.01% | 348 |
|
|
2021
Q1 | $8K | Hold |
39
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $9K | Sell |
39
-3
| -7% | -$692 | ﹤0.01% | 581 |
|
|
2020
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 525 |
|
|
2020
Q2 | $8K | Buy |
42
+8
| +24% | +$1.52K | ﹤0.01% | 564 |
|
|
2020
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 577 |
|
|
2019
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 558 |
|
|
2019
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 526 |
|
|
2019
Q2 | $7K | Sell |
34
-299
| -90% | -$61.6K | ﹤0.01% | 551 |
|
|
2019
Q1 | $59K | Buy |
333
+1
| +0.3% | +$177 | 0.01% | 323 |
|
|
2018
Q4 | $49K | Hold |
332
| – | – | 0.01% | 300 |
|
|
2018
Q3 | $52K | Sell |
332
-104
| -24% | -$16.3K | 0.01% | 313 |
|
|
2018
Q2 | $61K | Buy |
+436
| New | +$61K | 0.01% | 295 |
|