Heron Financial Group’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $552K | Hold |
2,956
| – | – | 0.3% | 76 |
|
|
2023
Q1 | $489K | Buy |
2,956
+180
| +6% | +$29.8K | 0.27% | 79 |
|
|
2022
Q4 | $402K | Buy |
2,776
+35
| +1% | +$5.07K | 0.27% | 75 |
|
|
2022
Q3 | $396K | Hold |
2,741
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $421K | Hold |
2,741
| – | – | 0.26% | 84 |
|
|
2022
Q1 | $484K | Hold |
2,741
| – | – | 0.25% | 83 |
|
|
2021
Q4 | $525K | Hold |
2,741
| – | – | 0.28% | 80 |
|
|
2021
Q3 | $572K | Hold |
2,741
| – | – | 0.32% | 70 |
|
|
2021
Q2 | $565K | Buy |
2,741
+90
| +3% | +$18.6K | 0.32% | 75 |
|
|
2021
Q1 | $575K | Buy |
2,651
+62
| +2% | +$13.4K | 0.35% | 69 |
|
|
2020
Q4 | $584K | Sell |
2,589
-21
| -0.8% | -$4.74K | 0.4% | 61 |
|
|
2020
Q3 | $520K | Buy |
2,610
+243
| +10% | +$48.4K | 0.42% | 62 |
|
|
2020
Q2 | $475K | Sell |
2,367
-322
| -12% | -$64.6K | 0.43% | 60 |
|
|
2020
Q1 | $486K | Hold |
2,689
| – | – | 0.5% | 52 |
|
|
2019
Q4 | $550K | Buy |
+2,689
| New | +$550K | 0.46% | 54 |
|