FMWA
Forvis Mazars Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,700
| Closed | -$261K | – | 388 |
|
|
2022
Q2 | $261K | Sell |
1,700
-2,515
| -60% | -$386K | 0.01% | 342 |
|
|
2022
Q1 | $744K | Sell |
4,215
-1,667
| -28% | -$294K | 0.03% | 162 |
|
|
2021
Q4 | $1.38M | Buy |
5,882
+285
| +5% | +$66.9K | 0.06% | 123 |
|
|
2021
Q3 | $1.17M | Sell |
5,597
-28
| -0.5% | -$5.84K | 0.05% | 126 |
|
|
2021
Q2 | $1.16M | Buy |
5,625
+425
| +8% | +$87.6K | 0.05% | 123 |
|
|
2021
Q1 | $1.11M | Sell |
5,200
-489
| -9% | -$105K | 0.06% | 128 |
|
|
2020
Q4 | $1.23M | Buy |
5,689
+484
| +9% | +$105K | 0.06% | 135 |
|
|
2020
Q3 | $1.04M | Buy |
5,205
+607
| +13% | +$121K | 0.06% | 131 |
|
|
2020
Q2 | $915K | Buy |
4,598
+1,250
| +37% | +$249K | 0.06% | 138 |
|
|
2020
Q1 | $522K | Buy |
3,348
+2,129
| +175% | +$332K | 0.04% | 164 |
|
|
2019
Q4 | $235K | Buy |
+1,219
| New | +$235K | 0.02% | 263 |
|