CWP
CFM Wealth Partners’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,355
| Closed | -$239K | – | 167 |
|
|
2022
Q1 | $239K | Buy |
1,355
+351
| +35% | +$61.9K | 0.06% | 169 |
|
|
2021
Q4 | $231K | Sell |
1,004
-99
| -9% | -$22.8K | 0.05% | 165 |
|
|
2021
Q3 | $230K | Hold |
1,103
| – | – | 0.06% | 166 |
|
|
2021
Q2 | $227K | Sell |
1,103
-17
| -2% | -$3.5K | 0.06% | 158 |
|
|
2021
Q1 | $240K | Sell |
1,120
-87
| -7% | -$18.6K | 0.07% | 147 |
|
|
2020
Q4 | $261K | Sell |
1,207
-23
| -2% | -$4.97K | 0.08% | 130 |
|
|
2020
Q3 | $245K | Sell |
1,230
-27
| -2% | -$5.38K | 0.09% | 125 |
|
|
2020
Q2 | $250K | Sell |
1,257
-165
| -12% | -$32.8K | 0.1% | 125 |
|
|
2020
Q1 | $222K | Sell |
1,422
-137
| -9% | -$21.4K | 0.1% | 120 |
|
|
2019
Q4 | $301K | Buy |
+1,559
| New | +$301K | 0.11% | 112 |
|