BSW Wealth Partners’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $257K | Buy |
+954
| New | +$257K | 0.04% | 268 |
|
2024
Q4 | – | Sell |
-947
| Closed | -$242K | – | 313 |
|
2024
Q3 | $242K | Sell |
947
-148
| -14% | -$37.8K | 0.04% | 262 |
|
2024
Q2 | $261K | Buy |
1,095
+110
| +11% | +$26.2K | 0.04% | 239 |
|
2024
Q1 | $228K | Buy |
+985
| New | +$228K | 0.04% | 258 |
|
2023
Q2 | – | Sell |
-3,302
| Closed | -$547K | – | 290 |
|
2023
Q1 | $547K | Sell |
3,302
-603
| -15% | -$99.8K | 0.11% | 127 |
|
2022
Q4 | $568K | Sell |
3,905
-1,835
| -32% | -$267K | 0.12% | 123 |
|
2022
Q3 | $829K | Buy |
5,740
+1,049
| +22% | +$152K | 0.2% | 65 |
|
2022
Q2 | $721K | Buy |
4,691
+680
| +17% | +$105K | 0.17% | 81 |
|
2022
Q1 | $708K | Buy |
4,011
+1,900
| +90% | +$335K | 0.18% | 90 |
|
2021
Q4 | $495K | Buy |
2,111
+373
| +21% | +$87.5K | 0.12% | 125 |
|
2021
Q3 | $363K | Sell |
1,738
-1,095
| -39% | -$229K | 0.1% | 144 |
|
2021
Q2 | $584K | Buy |
2,833
+523
| +23% | +$108K | 0.16% | 86 |
|
2021
Q1 | $495K | Buy |
2,310
+315
| +16% | +$67.5K | 0.14% | 89 |
|
2020
Q4 | $432K | Buy |
1,995
+190
| +11% | +$41.1K | 0.13% | 91 |
|
2020
Q3 | $361K | Buy |
1,805
+241
| +15% | +$48.2K | 0.14% | 91 |
|
2020
Q2 | $311K | Buy |
+1,564
| New | +$311K | 0.1% | 96 |
|