CSWM
Cassady Schiller Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42.2K | Buy |
180
+11
| +7% | +$2.58K | 0.02% | 218 |
|
|
2024
Q3 | $43.2K | Hold |
169
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $40.2K | Hold |
169
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $39K | Buy |
169
+3
| +2% | +$693 | 0.02% | 233 |
|
|
2023
Q4 | $32.9K | Hold |
166
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $28.1K | Hold |
166
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $31K | Hold |
166
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $27.5K | Sell |
166
-11
| -6% | -$1.82K | 0.01% | 247 |
|
|
2022
Q4 | $25.8K | Buy |
+177
| New | +$25.8K | 0.02% | 247 |
|
|
2022
Q1 | – | Sell |
-172
| Closed | -$40K | – | 250 |
|
|
2021
Q4 | $40K | Buy |
+172
| New | +$40K | 0.02% | 217 |
|