Integrated Wealth Management’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-690
| Closed | -$77K | – | 1312 |
|
|
2016
Q1 | $77K | Hold |
690
| – | – | 0.03% | 320 |
|
|
2015
Q4 | $79K | Sell |
690
-38
| -5% | -$4.35K | 0.03% | 320 |
|
|
2015
Q3 | $80K | Hold |
728
| – | – | 0.04% | 303 |
|
|
2015
Q2 | $82K | Sell |
728
-28
| -4% | -$3.15K | 0.03% | 304 |
|
|
2015
Q1 | $86K | Buy |
+756
| New | +$86K | 0.04% | 291 |
|