JFS Wealth Advisors’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $105K | Buy |
390
+11
| +3% | +$2.96K | 0.01% | 365 |
|
2025
Q1 | $96.1K | Buy |
379
+2
| +0.5% | +$507 | 0.01% | 374 |
|
2024
Q4 | $88.3K | Hold |
377
| – | – | 0.01% | 376 |
|
2024
Q3 | $96.3K | Buy |
377
+2
| +0.5% | +$511 | 0.01% | 369 |
|
2024
Q2 | $89.3K | Sell |
375
-2
| -0.5% | -$476 | 0.01% | 325 |
|
2024
Q1 | $87.1K | Sell |
377
-8
| -2% | -$1.85K | 0.01% | 340 |
|
2023
Q4 | $76.4K | Buy |
385
+10
| +3% | +$1.98K | 0.01% | 351 |
|
2023
Q3 | $63.5K | Buy |
375
+319
| +570% | +$54K | 0.01% | 342 |
|
2023
Q2 | $10.5K | Sell |
56
-16
| -22% | -$2.99K | ﹤0.01% | 719 |
|
2023
Q1 | $11.9K | Buy |
72
+16
| +29% | +$2.65K | ﹤0.01% | 657 |
|
2022
Q4 | $8.15K | Sell |
56
-7
| -11% | -$1.02K | ﹤0.01% | 784 |
|
2022
Q3 | $9K | Sell |
63
-3
| -5% | -$429 | ﹤0.01% | 760 |
|
2022
Q2 | $10K | Buy |
66
+26
| +65% | +$3.94K | ﹤0.01% | 757 |
|
2022
Q1 | $7K | Buy |
40
+5
| +14% | +$875 | ﹤0.01% | 911 |
|
2021
Q4 | $8K | Buy |
35
+17
| +94% | +$3.89K | ﹤0.01% | 718 |
|
2021
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 731 |
|
2021
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 512 |
|
2021
Q1 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 482 |
|
2016
Q4 | – | Sell |
-140
| Closed | -$17K | – | 456 |
|
2016
Q3 | $17K | Hold |
140
| – | – | ﹤0.01% | 341 |
|
2016
Q2 | $17K | Sell |
140
-24
| -15% | -$2.91K | ﹤0.01% | 342 |
|
2016
Q1 | $18K | Buy |
164
+24
| +17% | +$2.63K | 0.01% | 329 |
|
2015
Q4 | $16K | Hold |
140
| – | – | ﹤0.01% | 342 |
|
2015
Q3 | $15K | Hold |
140
| – | – | 0.01% | 298 |
|
2015
Q2 | $16K | Hold |
140
| – | – | 0.01% | 310 |
|
2015
Q1 | $16K | Hold |
140
| – | – | 0.01% | 305 |
|
2014
Q4 | $15K | Hold |
140
| – | – | ﹤0.01% | 319 |
|
2014
Q3 | $16K | Hold |
140
| – | – | ﹤0.01% | 286 |
|
2014
Q2 | $16K | Buy |
+140
| New | +$16K | ﹤0.01% | 279 |
|