Heritage Wealth Management (Arizona)’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $261K | Buy |
1,790
+905
| +102% | +$132K | 0.04% | 309 |
|
2022
Q3 | $128K | Buy |
885
+2
| +0.2% | +$289 | 0.04% | 302 |
|
2022
Q2 | $136K | Sell |
883
-11
| -1% | -$1.69K | 0.05% | 304 |
|
2022
Q1 | $158K | Buy |
+894
| New | +$158K | 0.04% | 310 |
|
2021
Q3 | $275K | Sell |
1,317
-77
| -6% | -$16.1K | 0.1% | 167 |
|
2021
Q2 | $287K | Buy |
1,394
+176
| +14% | +$36.2K | 0.11% | 160 |
|
2021
Q1 | $261K | Buy |
+1,218
| New | +$261K | 0.15% | 118 |
|