IWA
IVC Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+755
| New | +$204K | 0.1% | 168 |
|
|
2024
Q4 | – | Sell |
-814
| Closed | -$208K | – | 157 |
|
|
2024
Q3 | $208K | Buy |
+814
| New | +$208K | 0.11% | 155 |
|
|
2021
Q1 | – | Sell |
-1,170
| Closed | -$253K | – | 128 |
|
|
2020
Q4 | $253K | Buy |
+1,170
| New | +$253K | 0.24% | 98 |
|