KMWM
Keudell/Morrison Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,011
| Closed | -$216K | – | 168 |
|
|
2021
Q1 | $216K | Sell |
1,011
-91
| -8% | -$19.4K | 0.13% | 155 |
|
|
2020
Q4 | $238K | Sell |
1,102
-14
| -1% | -$3.02K | 0.15% | 140 |
|
|
2020
Q3 | $223K | Buy |
1,116
+21
| +2% | +$4.2K | 0.14% | 132 |
|
|
2020
Q2 | $218K | Buy |
+1,095
| New | +$218K | 0.18% | 127 |
|
|
2020
Q1 | – | Sell |
-1,117
| Closed | -$216K | – | 144 |
|
|
2019
Q4 | $216K | Sell |
1,117
-4
| -0.4% | -$774 | 0.15% | 138 |
|
|
2019
Q3 | $222K | Sell |
1,121
-68
| -6% | -$13.5K | 0.18% | 134 |
|
|
2019
Q2 | $238K | Sell |
1,189
-30
| -2% | -$6.01K | 0.21% | 122 |
|
|
2019
Q1 | $215K | Buy |
+1,219
| New | +$215K | 0.19% | 124 |
|