Heritage Wealth Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-124
| Closed | -$29.1K | – | 599 |
|
|
2024
Q4 | $29.1K | Hold |
124
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $31.7K | Hold |
124
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $29.5K | Hold |
124
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $28.6K | Hold |
124
| – | – | ﹤0.01% | 374 |
|
|
2023
Q4 | $24.6K | Hold |
124
| – | – | ﹤0.01% | 393 |
|
|
2023
Q3 | $21K | Sell |
124
-374
| -75% | -$63.4K | ﹤0.01% | 375 |
|
|
2023
Q2 | $93K | Sell |
498
-300
| -38% | -$56K | ﹤0.01% | 260 |
|
|
2023
Q1 | $132K | Sell |
798
-70
| -8% | -$11.6K | 0.01% | 236 |
|
|
2022
Q4 | $126K | Sell |
868
-55
| -6% | -$8.01K | 0.01% | 244 |
|
|
2022
Q3 | $133K | Sell |
923
-70
| -7% | -$10.1K | 0.01% | 233 |
|
|
2022
Q2 | $153K | Sell |
993
-28
| -3% | -$4.31K | 0.01% | 226 |
|
|
2022
Q1 | $180K | Sell |
1,021
-65
| -6% | -$11.5K | 0.01% | 202 |
|
|
2021
Q4 | $255K | Buy |
1,086
+300
| +38% | +$70.4K | 0.01% | 179 |
|
|
2021
Q3 | $164K | Hold |
786
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $162K | Hold |
786
| – | – | 0.01% | 217 |
|
|
2021
Q1 | $168K | Sell |
786
-13
| -2% | -$2.78K | 0.01% | 217 |
|
|
2020
Q4 | $173K | Hold |
799
| – | – | 0.01% | 207 |
|
|
2020
Q3 | $160K | Hold |
799
| – | – | 0.02% | 163 |
|
|
2020
Q2 | $159K | Hold |
799
| – | – | 0.02% | 158 |
|
|
2020
Q1 | $125K | Sell |
799
-37
| -4% | -$5.77K | 0.02% | 164 |
|
|
2019
Q4 | $161K | Sell |
836
-218
| -21% | -$42.1K | 0.02% | 187 |
|
|
2019
Q3 | $208K | Hold |
1,054
| – | – | 0.03% | 152 |
|
|
2019
Q2 | $208K | Sell |
1,054
-87
| -8% | -$17.2K | 0.03% | 139 |
|
|
2019
Q1 | $201K | Buy |
1,141
+225
| +25% | +$39.7K | 0.03% | 129 |
|
|
2018
Q4 | $134K | Sell |
916
-7
| -0.8% | -$1.02K | 0.03% | 141 |
|
|
2018
Q3 | $144K | Buy |
+923
| New | +$144K | 0.03% | 135 |
|