RWA
Ropes Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,183
| Closed | -$209K | – | 275 |
|
|
2022
Q1 | $209K | Sell |
1,183
-312
| -21% | -$55.1K | 0.04% | 277 |
|
|
2021
Q4 | $351K | Buy |
+1,495
| New | +$351K | 0.06% | 204 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$87K | – | 396 |
|
|
2020
Q4 | $87K | Buy |
400
+139
| +53% | +$30.2K | 0.01% | 330 |
|
|
2020
Q3 | $52K | Hold |
261
| – | – | 0.01% | 329 |
|
|
2020
Q2 | $52K | Hold |
261
| – | – | 0.01% | 312 |
|
|
2020
Q1 | $41K | Buy |
261
+186
| +248% | +$29.2K | 0.01% | 296 |
|
|
2019
Q4 | $14K | Hold |
75
| – | – | ﹤0.01% | 446 |
|
|
2019
Q3 | $15K | Sell |
75
-25
| -25% | -$5K | ﹤0.01% | 452 |
|
|
2019
Q2 | $20K | Sell |
100
-25
| -20% | -$5K | ﹤0.01% | 428 |
|
|
2019
Q1 | $22K | Sell |
125
-77
| -38% | -$13.6K | 0.01% | 399 |
|
|
2018
Q4 | $30K | Sell |
202
-23
| -10% | -$3.42K | 0.01% | 345 |
|
|
2018
Q3 | $35K | Sell |
225
-19
| -8% | -$2.96K | 0.01% | 362 |
|
|
2018
Q2 | $34K | Buy |
244
+169
| +225% | +$23.5K | 0.01% | 382 |
|
|
2018
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 455 |
|
|
2017
Q4 | $10K | Sell |
75
-25
| -25% | -$3.33K | ﹤0.01% | 529 |
|
|
2017
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2017
Q2 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 442 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$6K | – | 488 |
|
|
2016
Q1 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 348 |
|