Kapstone Financial Advisors’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,211
Closed -$205K 98
2023
Q3
$205K Hold
1,211
0.18% 85
2023
Q2
$224K Hold
1,211
0.19% 88
2023
Q1
$202K Buy
+1,211
New +$202K 0.18% 90