HCR Wealth Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,175
| Closed | -$1.09M | – | 186 |
|
|
2022
Q1 | $1.09M | Sell |
6,175
-1,045
| -14% | -$184K | 0.18% | 92 |
|
|
2021
Q4 | $1.69M | Sell |
7,220
-318
| -4% | -$74.6K | 0.26% | 79 |
|
|
2021
Q3 | $1.57M | Sell |
7,538
-34
| -0.4% | -$7.1K | 0.26% | 81 |
|
|
2021
Q2 | $1.56M | Buy |
7,572
+40
| +0.5% | +$8.24K | 0.27% | 78 |
|
|
2021
Q1 | $1.61M | Sell |
7,532
-663
| -8% | -$142K | 0.32% | 71 |
|
|
2020
Q4 | $1.77M | Buy |
8,195
+60
| +0.7% | +$13K | 0.37% | 55 |
|
|
2020
Q3 | $1.61M | Sell |
8,135
-149
| -2% | -$29.6K | 0.37% | 56 |
|
|
2020
Q2 | $1.66M | Buy |
8,284
+4
| +0% | +$800 | 0.39% | 44 |
|
|
2020
Q1 | $1.29M | Sell |
8,280
-427
| -5% | -$66.5K | 0.37% | 50 |
|
|
2019
Q4 | $1.68M | Buy |
8,707
+152
| +2% | +$29.3K | 0.41% | 47 |
|
|
2019
Q3 | $1.69M | Buy |
8,555
+1,360
| +19% | +$268K | 0.56% | 40 |
|
|
2019
Q2 | $1.42M | Sell |
7,195
-466
| -6% | -$92K | 0.4% | 47 |
|
|
2019
Q1 | $1.35M | Sell |
7,661
-1,804
| -19% | -$317K | 0.39% | 51 |
|
|
2018
Q4 | $1.4M | Buy |
9,465
+44
| +0.5% | +$6.49K | 0.45% | 49 |
|
|
2018
Q3 | $1.41M | Buy |
9,421
+277
| +3% | +$41.3K | 0.46% | 54 |
|
|
2018
Q2 | $1.29M | Buy |
9,144
+708
| +8% | +$100K | 0.42% | 54 |
|
|
2018
Q1 | $1.16M | Buy |
8,436
+272
| +3% | +$37.3K | 0.4% | 60 |
|
|
2017
Q4 | $1.1M | Buy |
8,164
+6,514
| +395% | +$874K | 0.38% | 62 |
|
|
2017
Q3 | $212K | Hold |
1,650
| – | – | 0.09% | 151 |
|
|
2017
Q2 | $219K | Buy |
+1,650
| New | +$219K | 0.11% | 127 |
|
|
2017
Q1 | – | Sell |
-2,208
| Closed | -$259K | – | 155 |
|
|
2016
Q4 | $259K | Buy |
+2,208
| New | +$259K | 0.14% | 116 |
|