JNBA Financial Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
1,330
| – | – | 0.03% | 146 |
|
|
2025
Q1 | $337K | Sell |
1,330
-158
| -11% | -$40.1K | 0.04% | 150 |
|
|
2024
Q4 | $349K | Sell |
1,488
-24
| -2% | -$5.62K | 0.04% | 147 |
|
|
2024
Q3 | $386K | Sell |
1,512
-72
| -5% | -$18.4K | 0.04% | 141 |
|
|
2024
Q2 | $377K | Buy |
1,584
+70
| +5% | +$16.7K | 0.04% | 144 |
|
|
2024
Q1 | $350K | Hold |
1,514
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $300K | Sell |
1,514
-274
| -15% | -$54.3K | 0.03% | 170 |
|
|
2023
Q3 | $303K | Sell |
1,788
-209
| -10% | -$35.4K | 0.04% | 165 |
|
|
2023
Q2 | $373K | Buy |
1,997
+11
| +0.6% | +$2.05K | 0.04% | 150 |
|
|
2023
Q1 | $329K | Hold |
1,986
| – | – | 0.04% | 160 |
|
|
2022
Q4 | $289K | Buy |
1,986
+440
| +28% | +$64K | 0.04% | 162 |
|
|
2022
Q3 | $223K | Sell |
1,546
-122
| -7% | -$17.6K | 0.03% | 175 |
|
|
2022
Q2 | $256K | Hold |
1,668
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $295K | Sell |
1,668
-27
| -2% | -$4.78K | 0.04% | 161 |
|
|
2021
Q4 | $398K | Buy |
1,695
+27
| +2% | +$6.34K | 0.05% | 145 |
|
|
2021
Q3 | $348K | Hold |
1,668
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $344K | Buy |
1,668
+21
| +1% | +$4.33K | 0.05% | 151 |
|
|
2021
Q1 | $353K | Hold |
1,647
| – | – | 0.05% | 139 |
|
|
2020
Q4 | $356K | Buy |
1,647
+24
| +1% | +$5.19K | 0.06% | 129 |
|
|
2020
Q3 | $324K | Hold |
1,623
| – | – | 0.07% | 119 |
|
|
2020
Q2 | $323K | Hold |
1,623
| – | – | 0.07% | 118 |
|
|
2020
Q1 | $253K | Hold |
1,623
| – | – | 0.06% | 122 |
|
|
2019
Q4 | $313K | Hold |
1,623
| – | – | 0.06% | 124 |
|
|
2019
Q3 | $321K | Hold |
1,623
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $320K | Hold |
1,623
| – | – | 0.07% | 118 |
|
|
2019
Q1 | $287K | Sell |
1,623
-21
| -1% | -$3.71K | 0.06% | 122 |
|
|
2018
Q4 | $242K | Buy |
+1,644
| New | +$242K | 0.05% | 118 |
|
|
2018
Q3 | – | Sell |
-871
| Closed | -$122K | – | 548 |
|
|
2018
Q2 | $122K | Hold |
871
| – | – | 0.03% | 158 |
|
|
2018
Q1 | $119K | Hold |
871
| – | – | 0.03% | 156 |
|
|
2017
Q4 | $117K | Hold |
871
| – | – | 0.02% | 158 |
|
|
2017
Q3 | $112K | Hold |
871
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $116K | Hold |
871
| – | – | 0.03% | 157 |
|
|
2017
Q1 | $109K | Buy |
871
+21
| +2% | +$2.63K | 0.03% | 157 |
|
|
2016
Q4 | $100K | Buy |
850
+266
| +46% | +$31.3K | 0.02% | 159 |
|
|
2016
Q3 | $71K | Sell |
584
-425
| -42% | -$51.7K | 0.01% | 439 |
|
|
2016
Q2 | $120K | Sell |
1,009
-100
| -9% | -$11.9K | 0.03% | 154 |
|
|
2016
Q1 | $124K | Sell |
1,109
-100
| -8% | -$11.2K | 0.04% | 140 |
|
|
2015
Q4 | $138K | Hold |
1,209
| – | – | 0.05% | 128 |
|
|
2015
Q3 | $133K | Buy |
1,209
+800
| +196% | +$88K | 0.06% | 118 |
|
|
2015
Q2 | $46K | Hold |
409
| – | – | 0.02% | 193 |
|
|
2015
Q1 | $47K | Hold |
409
| – | – | 0.02% | 193 |
|
|
2014
Q4 | $43K | Hold |
409
| – | – | 0.02% | 203 |
|
|
2014
Q3 | $47K | Buy |
409
+59
| +17% | +$6.78K | 0.02% | 196 |
|
|
2014
Q2 | $39K | Hold |
350
| – | – | 0.02% | 195 |
|
|
2014
Q1 | $38K | Sell |
350
-205
| -37% | -$22.3K | 0.02% | 186 |
|
|
2013
Q4 | $58K | Hold |
555
| – | – | 0.03% | 157 |
|
|
2013
Q3 | $55K | Sell |
555
-195
| -26% | -$19.3K | 0.03% | 155 |
|
|
2013
Q2 | $64K | Buy |
+750
| New | +$64K | 0.04% | 138 |
|