CWM
Curi Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-998
| Closed | -$154K | – | 339 |
|
|
2022
Q2 | $154K | Sell |
998
-1
| -0.1% | -$154 | 0.03% | 142 |
|
|
2022
Q1 | $176K | Buy |
999
+2
| +0.2% | +$352 | 0.03% | 123 |
|
|
2021
Q4 | $233K | Buy |
997
+2
| +0.2% | +$467 | 0.04% | 103 |
|
|
2021
Q3 | $207K | Buy |
995
+3
| +0.3% | +$624 | 0.1% | 86 |
|
|
2021
Q2 | $204K | Buy |
992
+2
| +0.2% | +$411 | 0.1% | 90 |
|
|
2021
Q1 | $212K | Buy |
990
+1
| +0.1% | +$214 | 0.13% | 84 |
|
|
2020
Q4 | $213K | Buy |
+989
| New | +$213K | 0.15% | 78 |
|