Kingswood Wealth 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 | $315K | Sell |
1,170
-93
| -7% | -$25.1K | 0.02% | 553 |
|
2025
Q1 | $320K | Sell |
1,263
-11
| -0.9% | -$2.79K | 0.03% | 523 |
|
2024
Q4 | $299K | Sell |
1,274
-1,156
| -48% | -$271K | 0.02% | 607 |
|
2024
Q3 | $620K | Buy |
2,430
+550
| +29% | +$140K | 0.04% | 401 |
|
2024
Q2 | $447K | Buy |
1,880
+159
| +9% | +$37.8K | 0.04% | 420 |
|
2024
Q1 | $397K | Buy |
1,721
+18
| +1% | +$4.16K | 0.05% | 404 |
|
2023
Q4 | $338K | Buy |
1,703
+42
| +3% | +$8.33K | 0.04% | 438 |
|
2023
Q3 | $281K | Buy |
+1,661
| New | +$281K | 0.05% | 333 |
|