DWA
Dougherty Wealth Advisers’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-337
| Closed | -$79K | – | 133 |
|
|
2021
Q4 | $79K | Hold |
337
| – | – | 0.11% | 84 |
|
|
2021
Q3 | $70K | Hold |
337
| – | – | 0.1% | 82 |
|
|
2021
Q2 | $69K | Hold |
337
| – | – | 0.1% | 82 |
|
|
2021
Q1 | $72K | Hold |
337
| – | – | 0.11% | 77 |
|
|
2020
Q4 | $73K | Hold |
337
| – | – | 0.11% | 78 |
|
|
2020
Q3 | $67K | Hold |
337
| – | – | 0.23% | 77 |
|
|
2020
Q2 | $67K | Hold |
337
| – | – | 0.25% | 78 |
|
|
2020
Q1 | $53K | Hold |
337
| – | – | 0.21% | 87 |
|
|
2019
Q4 | $65K | Hold |
337
| – | – | 0.2% | 91 |
|
|
2019
Q3 | $67K | Sell |
337
-500
| -60% | -$99.4K | 0.22% | 82 |
|
|
2019
Q2 | $165K | Buy |
837
+500
| +148% | +$98.6K | 0.47% | 47 |
|
|
2019
Q1 | $59K | Hold |
337
| – | – | 0.2% | 90 |
|
|
2018
Q4 | $53K | Buy |
+337
| New | +$53K | 0.17% | 101 |
|