PWA
Phoenix Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
1,863
+1
| +0.1% | +$269 | 0.21% | 82 |
|
|
2025
Q1 | $472K | Buy |
1,862
+63
| +4% | +$16K | 0.21% | 79 |
|
|
2024
Q4 | $422K | Sell |
1,799
-50
| -3% | -$11.7K | 0.18% | 84 |
|
|
2024
Q3 | $472K | Sell |
1,849
-17
| -0.9% | -$4.34K | 0.22% | 74 |
|
|
2024
Q2 | $444K | Buy |
1,866
+69
| +4% | +$16.4K | 0.22% | 79 |
|
|
2024
Q1 | $415K | Sell |
1,797
-33
| -2% | -$7.62K | 0.25% | 75 |
|
|
2023
Q4 | $363K | Buy |
1,830
+5
| +0.3% | +$991 | 0.25% | 77 |
|
|
2023
Q3 | $309K | Buy |
1,825
+31
| +2% | +$5.25K | 0.18% | 79 |
|
|
2023
Q2 | $335K | Sell |
1,794
-40
| -2% | -$7.47K | 0.2% | 77 |
|
|
2023
Q1 | $304K | Buy |
1,834
+56
| +3% | +$9.27K | 0.19% | 75 |
|
|
2022
Q4 | $259K | Buy |
1,778
+56
| +3% | +$8.15K | 0.16% | 89 |
|
|
2022
Q3 | $249K | Sell |
1,722
-3
| -0.2% | -$434 | 0.25% | 86 |
|
|
2022
Q2 | $265K | Buy |
1,725
+110
| +7% | +$16.9K | 0.26% | 90 |
|
|
2022
Q1 | $293K | Buy |
1,615
+129
| +9% | +$23.4K | 0.3% | 73 |
|
|
2021
Q4 | $349K | Sell |
1,486
-340
| -19% | -$79.9K | 0.26% | 82 |
|
|
2021
Q3 | $381K | Buy |
1,826
+9
| +0.5% | +$1.88K | 0.28% | 74 |
|
|
2021
Q2 | $381K | Buy |
1,817
+174
| +11% | +$36.5K | 0.27% | 80 |
|
|
2021
Q1 | $356K | Buy |
1,643
+287
| +21% | +$62.2K | 0.28% | 72 |
|
|
2020
Q4 | $293K | Buy |
+1,356
| New | +$293K | 0.22% | 77 |
|