SWM
Selective Wealth Management’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-29
| Closed | -$4K | – | 270 |
|
2022
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 608 |
|
2022
Q2 | $4K | Sell |
29
-13
| -31% | -$1.79K | ﹤0.01% | 646 |
|
2022
Q1 | $7K | Hold |
42
| – | – | ﹤0.01% | 569 |
|
2021
Q4 | $10K | Hold |
42
| – | – | ﹤0.01% | 481 |
|
2021
Q3 | $9K | Hold |
42
| – | – | ﹤0.01% | 442 |
|
2021
Q2 | $9K | Buy |
42
+13
| +45% | +$2.79K | 0.01% | 355 |
|
2021
Q1 | $6K | Hold |
29
| – | – | 0.01% | 293 |
|
2020
Q4 | $6K | Hold |
29
| – | – | ﹤0.01% | 278 |
|
2020
Q3 | $6K | Hold |
29
| – | – | ﹤0.01% | 236 |
|
2020
Q2 | $6K | Hold |
29
| – | – | 0.01% | 280 |
|
2020
Q1 | $5K | Hold |
29
| – | – | 0.01% | 199 |
|
2019
Q4 | $6K | Hold |
29
| – | – | 0.01% | 199 |
|
2019
Q3 | $6K | Buy |
+29
| New | +$6K | 0.01% | 204 |
|