PWAG
Polaris Wealth Advisory Group’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-85,250
| Closed | -$12.1M | – | 180 |
|
2022
Q3 | $12.1M | Buy |
+85,250
| New | +$12.1M | 1% | 36 |
|
2016
Q4 | – | Sell |
-3,372
| Closed | -$410K | – | 117 |
|
2016
Q3 | $410K | Sell |
3,372
-80
| -2% | -$9.73K | 0.05% | 83 |
|
2016
Q2 | $409K | Buy |
+3,452
| New | +$409K | 0.06% | 69 |
|