Mount Yale Investment 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 | $351K | Buy |
1,304
+117
| +10% | +$31.5K | 0.03% | 417 |
|
|
2025
Q1 | $301K | Buy |
1,187
+137
| +13% | +$34.7K | 0.03% | 436 |
|
|
2024
Q4 | $246K | Buy |
+1,050
| New | +$246K | 0.02% | 493 |
|
|
2020
Q2 | – | Sell |
-2,627
| Closed | -$409K | – | 340 |
|
|
2020
Q1 | $409K | Buy |
2,627
+534
| +26% | +$83.1K | 0.09% | 211 |
|
|
2019
Q4 | $410K | Buy |
2,093
+77
| +4% | +$15.1K | 0.07% | 242 |
|
|
2019
Q3 | $380K | Buy |
2,016
+163
| +9% | +$30.7K | 0.07% | 236 |
|
|
2019
Q2 | $371K | Sell |
1,853
-5,476
| -75% | -$1.1M | 0.07% | 238 |
|
|
2019
Q1 | $1.29M | Sell |
7,329
-76
| -1% | -$13.4K | 0.24% | 100 |
|
|
2018
Q4 | $1.19M | Sell |
7,405
-3,910
| -35% | -$626K | 0.24% | 99 |
|
|
2018
Q3 | $1.82M | Buy |
11,315
+741
| +7% | +$119K | 0.32% | 71 |
|
|
2018
Q2 | $1.48M | Sell |
10,574
-1,892
| -15% | -$266K | 0.28% | 88 |
|
|
2018
Q1 | $1.71M | Buy |
+12,466
| New | +$1.71M | 0.37% | 71 |
|