SWA
SFMG Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,282
| Closed | -$321K | – | 270 |
|
|
2022
Q3 | $321K | Buy |
2,282
+33
| +1% | +$4.64K | 0.04% | 165 |
|
|
2022
Q2 | $346K | Buy |
+2,249
| New | +$346K | 0.04% | 165 |
|
|
2022
Q1 | – | Sell |
-2,578
| Closed | -$605K | – | 306 |
|
|
2021
Q4 | $605K | Sell |
2,578
-239
| -8% | -$56.1K | 0.06% | 135 |
|
|
2021
Q3 | $588K | Sell |
2,817
-106
| -4% | -$22.1K | 0.07% | 127 |
|
|
2021
Q2 | $602K | Buy |
2,923
+376
| +15% | +$77.4K | 0.07% | 129 |
|
|
2021
Q1 | $545K | Buy |
2,547
+19
| +0.8% | +$4.07K | 0.06% | 133 |
|
|
2020
Q4 | $547K | Buy |
2,528
+272
| +12% | +$58.9K | 0.07% | 118 |
|
|
2020
Q3 | $451K | Buy |
2,256
+220
| +11% | +$44K | 0.06% | 116 |
|
|
2020
Q2 | $405K | Buy |
+2,036
| New | +$405K | 0.06% | 106 |
|