SWM
SVA Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.14M | Sell |
28,382
-155
| -0.5% | -$33.5K | 0.54% | 39 |
|
|
2020
Q3 | $5.7M | Buy |
28,537
+1,683
| +6% | +$336K | 0.57% | 40 |
|
|
2020
Q2 | $5.34M | Buy |
26,854
+1,475
| +6% | +$293K | 0.57% | 42 |
|
|
2020
Q1 | $3.96M | Buy |
+25,379
| New | +$3.96M | 0.45% | 47 |
|