IFWM
Institute for Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
982
-110
| -10% | -$29.6K | 0.03% | 466 |
|
|
2025
Q1 | $277K | Hold |
1,092
| – | – | 0.04% | 431 |
|
|
2024
Q4 | $256K | Hold |
1,092
| – | – | 0.03% | 433 |
|
|
2024
Q3 | $279K | Hold |
1,092
| – | – | 0.04% | 432 |
|
|
2024
Q2 | $260K | Buy |
1,092
+6
| +0.6% | +$1.43K | 0.03% | 421 |
|
|
2024
Q1 | $251K | Sell |
1,086
-28
| -3% | -$6.47K | 0.03% | 425 |
|
|
2023
Q4 | $221K | Buy |
+1,114
| New | +$221K | 0.04% | 435 |
|
|
2023
Q3 | – | Sell |
-1,120
| Closed | -$209K | – | 454 |
|
|
2023
Q2 | $209K | Buy |
+1,120
| New | +$209K | 0.04% | 426 |
|
|
2022
Q4 | – | Sell |
-1,491
| Closed | -$215K | – | 453 |
|
|
2022
Q3 | $215K | Hold |
1,491
| – | – | 0.05% | 412 |
|
|
2022
Q2 | $229K | Sell |
1,491
-4
| -0.3% | -$614 | 0.05% | 460 |
|
|
2022
Q1 | $264K | Hold |
1,495
| – | – | 0.04% | 452 |
|
|
2021
Q4 | $351K | Hold |
1,495
| – | – | 0.06% | 342 |
|
|
2021
Q3 | $312K | Hold |
1,495
| – | – | 0.05% | 362 |
|
|
2021
Q2 | $308K | Hold |
1,495
| – | – | 0.05% | 369 |
|
|
2021
Q1 | $320K | Buy |
1,495
+275
| +23% | +$58.9K | 0.06% | 347 |
|
|
2020
Q4 | $264K | Buy |
1,220
+33
| +3% | +$7.14K | 0.05% | 369 |
|
|
2020
Q3 | $237K | Buy |
1,187
+133
| +13% | +$26.6K | 0.05% | 365 |
|
|
2020
Q2 | $210K | Buy |
+1,054
| New | +$210K | 0.05% | 391 |
|
|
2020
Q1 | – | Sell |
-1,060
| Closed | -$205K | – | 437 |
|
|
2019
Q4 | $205K | Sell |
1,060
-50
| -5% | -$9.67K | 0.05% | 416 |
|
|
2019
Q3 | $220K | Sell |
1,110
-600
| -35% | -$119K | 0.06% | 380 |
|
|
2019
Q2 | $338K | Buy |
1,710
+19
| +1% | +$3.76K | 0.07% | 327 |
|
|
2019
Q1 | $299K | Buy |
+1,691
| New | +$299K | 0.07% | 336 |
|