Lenox Wealth Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $11K | Buy |
59
+4
| +7% | +$746 | ﹤0.01% | 466 |
|
2021
Q4 | $13K | Buy |
55
+15
| +38% | +$3.55K | ﹤0.01% | 472 |
|
2021
Q3 | $8K | Buy |
40
+3
| +8% | +$600 | ﹤0.01% | 500 |
|
2021
Q2 | $8K | Sell |
37
-23
| -38% | -$4.97K | ﹤0.01% | 501 |
|
2021
Q1 | $13K | Sell |
60
-227
| -79% | -$49.2K | ﹤0.01% | 369 |
|
2020
Q4 | $62K | Hold |
287
| – | – | 0.01% | 164 |
|
2020
Q3 | $57K | Hold |
287
| – | – | 0.01% | 151 |
|
2020
Q2 | $57K | Buy |
287
+130
| +83% | +$25.8K | 0.01% | 145 |
|
2020
Q1 | $24K | Sell |
157
-19
| -11% | -$2.9K | ﹤0.01% | 232 |
|
2019
Q4 | $34K | Hold |
176
| – | – | 0.01% | 232 |
|
2019
Q3 | $35K | Hold |
176
| – | – | 0.01% | 188 |
|
2019
Q2 | $35K | Sell |
176
-15
| -8% | -$2.98K | 0.01% | 166 |
|
2019
Q1 | $34K | Buy |
191
+15
| +9% | +$2.67K | 0.01% | 157 |
|
2018
Q4 | $26K | Sell |
176
-79
| -31% | -$11.7K | 0.01% | 176 |
|
2018
Q3 | $40K | Sell |
255
-270
| -51% | -$42.4K | 0.01% | 154 |
|
2018
Q2 | $74K | Sell |
525
-225
| -30% | -$31.7K | 0.02% | 104 |
|
2018
Q1 | $103K | Buy |
750
+690
| +1,150% | +$94.8K | 0.02% | 99 |
|
2017
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 182 |
|
2017
Q2 | – | Sell |
-155
| Closed | -$19K | – | 104 |
|
2017
Q1 | $19K | Hold |
155
| – | – | 0.01% | 68 |
|
2016
Q4 | $18K | Sell |
155
-30
| -16% | -$3.48K | 0.01% | 84 |
|
2016
Q3 | $23K | Buy |
185
+30
| +19% | +$3.73K | 0.01% | 130 |
|
2016
Q2 | $18K | Hold |
155
| – | – | 0.01% | 140 |
|
2016
Q1 | $17K | Hold |
155
| – | – | 0.01% | 142 |
|
2015
Q4 | $18K | Hold |
155
| – | – | 0.01% | 148 |
|
2015
Q3 | $17K | Hold |
155
| – | – | 0.01% | 147 |
|
2015
Q2 | $18K | Hold |
155
| – | – | 0.01% | 105 |
|
2015
Q1 | $18K | Hold |
155
| – | – | 0.01% | 132 |
|
2014
Q4 | $16K | Buy |
+155
| New | +$16K | 0.01% | 145 |
|
2014
Q1 | – | Sell |
-31
| Closed | -$3K | – | 231 |
|
2013
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 264 |
|