SWA
Sutton Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.1K | Buy |
172
+7
| +4% | +$1.19K | 0.01% | 298 |
|
|
2023
Q2 | $30.8K | Hold |
165
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $27.3K | Sell |
165
-1,635
| -91% | -$271K | 0.01% | 268 |
|
|
2022
Q4 | $262K | Buy |
1,800
+78
| +5% | +$11.4K | 0.1% | 147 |
|
|
2022
Q3 | $249K | Sell |
1,722
-19
| -1% | -$2.74K | 0.1% | 146 |
|
|
2022
Q2 | $268K | Sell |
1,741
-31
| -2% | -$4.77K | 0.11% | 136 |
|
|
2022
Q1 | $313K | Sell |
1,772
-2
| -0.1% | -$353 | 0.11% | 132 |
|
|
2021
Q4 | $416K | Hold |
1,774
| – | – | 0.14% | 104 |
|
|
2021
Q3 | $370K | Sell |
1,774
-162
| -8% | -$33.8K | 0.14% | 114 |
|
|
2021
Q2 | $399K | Buy |
1,936
+45
| +2% | +$9.27K | 0.15% | 111 |
|
|
2021
Q1 | $405K | Buy |
1,891
+4
| +0.2% | +$856 | 0.16% | 101 |
|
|
2020
Q4 | $408K | Buy |
1,887
+18
| +1% | +$3.89K | 0.17% | 97 |
|
|
2020
Q3 | $374K | Buy |
1,869
+121
| +7% | +$24.2K | 0.18% | 96 |
|
|
2020
Q2 | $348K | Buy |
1,748
+5
| +0.3% | +$995 | 0.18% | 97 |
|
|
2020
Q1 | $272K | Buy |
1,743
+3
| +0.2% | +$467 | 0.17% | 98 |
|
|
2019
Q4 | $336K | Hold |
1,740
| – | – | 0.17% | 103 |
|
|
2019
Q3 | $345K | Hold |
1,740
| – | – | 0.19% | 90 |
|
|
2019
Q2 | $344K | Hold |
1,740
| – | – | 0.2% | 92 |
|
|
2019
Q1 | $307K | Hold |
1,740
| – | – | 0.18% | 102 |
|
|
2018
Q4 | $256K | Buy |
1,740
+59
| +4% | +$8.69K | 0.17% | 102 |
|
|
2018
Q3 | $264K | Hold |
1,681
| – | – | 0.17% | 101 |
|
|
2018
Q2 | $236K | Sell |
1,681
-3
| -0.2% | -$421 | 0.16% | 106 |
|
|
2018
Q1 | $231K | Hold |
1,684
| – | – | 0.17% | 108 |
|
|
2017
Q4 | $226K | Hold |
1,684
| – | – | 0.17% | 115 |
|
|
2017
Q3 | $217K | Hold |
1,684
| – | – | 0.17% | 107 |
|
|
2017
Q2 | $224K | Buy |
1,684
+14
| +0.8% | +$1.86K | 0.18% | 100 |
|
|
2017
Q1 | $209K | Hold |
1,670
| – | – | 0.18% | 100 |
|
|
2016
Q4 | $196K | Hold |
1,670
| – | – | 0.18% | 101 |
|
|
2016
Q3 | $203K | Buy |
1,670
+8
| +0.5% | +$974 | 0.19% | 92 |
|
|
2016
Q2 | $197K | Buy |
1,662
+10
| +0.6% | +$1.19K | 0.19% | 93 |
|
|
2016
Q1 | $184K | Buy |
+1,652
| New | +$184K | 0.17% | 95 |
|