CWA
CM Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,831
| Closed | -$426K | – | 103 |
|
|
2024
Q1 | $426K | Buy |
+1,831
| New | +$426K | 0.12% | 92 |
|
|
2023
Q3 | – | Sell |
-2,205
| Closed | -$405K | – | 104 |
|
|
2023
Q2 | $405K | Sell |
2,205
-17,116
| -89% | -$3.14M | 0.13% | 77 |
|
|
2023
Q1 | $3.14M | Buy |
+19,321
| New | +$3.14M | 0.61% | 16 |
|