OWM
Orgel Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$212K | – | 67 |
|
|
2022
Q1 | $212K | Hold |
1,200
| – | – | 0.01% | 63 |
|
|
2021
Q4 | $282K | Hold |
1,200
| – | – | 0.03% | 49 |
|
|
2021
Q3 | $250K | Sell |
1,200
-1,314
| -52% | -$274K | 0.03% | 49 |
|
|
2021
Q2 | $247K | Buy |
2,514
+1,314
| +110% | +$129K | 0.03% | 49 |
|
|
2021
Q1 | $257K | Hold |
1,200
| – | – | 0.04% | 46 |
|
|
2020
Q4 | $260K | Hold |
1,200
| – | – | 0.05% | 44 |
|
|
2020
Q3 | $240K | Sell |
1,200
-50
| -4% | -$10K | 0.07% | 45 |
|
|
2020
Q2 | $249K | Buy |
+1,250
| New | +$249K | 0.09% | 37 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$232K | – | 41 |
|
|
2019
Q4 | $232K | Hold |
1,200
| – | – | 0.06% | 45 |
|
|
2019
Q3 | $238K | Hold |
1,200
| – | – | 0.09% | 38 |
|
|
2019
Q2 | $237K | Hold |
1,200
| – | – | 0.09% | 34 |
|
|
2019
Q1 | $212K | Buy |
+1,200
| New | +$212K | 0.07% | 37 |
|
|
2017
Q2 | – | Sell |
-1,875
| Closed | -$236K | – | 29 |
|
|
2017
Q1 | $236K | Sell |
1,875
-21
| -1% | -$2.64K | 0.1% | 20 |
|
|
2016
Q4 | $222K | Buy |
1,896
+21
| +1% | +$2.46K | 0.14% | 20 |
|
|
2016
Q3 | $228K | Buy |
+1,875
| New | +$228K | 0.16% | 18 |
|