TCI Wealth Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-732
| Closed | -$121K | – | 790 |
|
|
2023
Q1 | $121K | Buy |
732
+50
| +7% | +$7.79K | 0.02% | 250 |
|
|
2022
Q4 | $99.3K | Sell |
682
-106
| -13% | -$15.6K | 0.01% | 269 |
|
|
2022
Q3 | $114K | Sell |
788
-3
| -0.4% | -$487 | 0.02% | 232 |
|
|
2022
Q2 | $122K | Buy |
791
+102
| +15% | +$16.9K | 0.02% | 226 |
|
|
2022
Q1 | $122K | Sell |
689
-59
| -8% | -$11.1K | 0.02% | 231 |
|
|
2021
Q4 | $175K | Buy |
748
+17
| +2% | +$3.84K | 0.03% | 192 |
|
|
2021
Q3 | $153K | Buy |
731
+11
| +2% | +$2.41K | 0.02% | 225 |
|
|
2021
Q2 | $148K | Buy |
720
+3
| +0.4% | +$652 | 0.03% | 213 |
|
|
2021
Q1 | $153K | Buy |
717
+22
| +3% | +$4.68K | 0.06% | 187 |
|
|
2020
Q4 | $150K | Sell |
695
-67
| -9% | -$14K | 0.07% | 189 |
|
|
2020
Q3 | $152K | Hold |
762
| – | – | 0.06% | 174 |
|
|
2020
Q2 | $152K | Sell |
762
-45
| -6% | -$8.71K | 0.07% | 170 |
|
|
2020
Q1 | $126K | Sell |
807
-254
| -24% | -$47.7K | 0.06% | 183 |
|
|
2019
Q4 | $205K | Buy |
1,061
+63
| +6% | +$12K | 0.08% | 170 |
|
|
2019
Q3 | $198K | Hold |
998
| – | – | 0.09% | 146 |
|
|
2019
Q2 | $197K | Sell |
998
-7
| -0.7% | -$1.3K | 0.09% | 144 |
|
|
2019
Q1 | $177K | Sell |
1,005
-6
| -0.6% | -$975 | 0.08% | 167 |
|
|
2018
Q4 | $149K | Buy |
1,011
+6
| +0.6% | +$916 | 0.07% | 174 |
|
|
2018
Q3 | $158K | Hold |
1,005
| – | – | 0.07% | 174 |
|
|
2018
Q2 | $141K | Buy |
1,005
+76
| +8% | +$11K | 0.06% | 182 |
|
|
2018
Q1 | $127K | Hold |
929
| – | – | 0.06% | 192 |
|
|
2017
Q4 | $125K | Hold |
929
| – | – | 0.05% | 202 |
|
|
2017
Q3 | $119K | Buy |
929
+166
| +22% | +$21.8K | 0.06% | 187 |
|
|
2017
Q2 | $101K | Buy |
763
+35
| +5% | +$4.52K | 0.05% | 199 |
|
|
2017
Q1 | $91K | Hold |
728
| – | – | 0.05% | 221 |
|
|
2016
Q4 | $85K | Hold |
728
| – | – | 0.04% | 246 |
|
|
2016
Q3 | $89K | Hold |
728
| – | – | 0.05% | 227 |
|
|
2016
Q2 | $86K | Hold |
728
| – | – | 0.05% | 225 |
|
|
2016
Q1 | $81K | Sell |
728
-11
| -1% | -$1.17K | 0.04% | 228 |
|
|
2015
Q4 | $85K | Buy |
739
+606
| +456% | +$71.3K | 0.05% | 229 |
|
|
2015
Q3 | $15K | Buy |
133
+1
| +0.8% | +$112 | 0.01% | 441 |
|
|
2015
Q2 | $15K | Sell |
132
-1
| -0.8% | -$115 | 0.01% | 450 |
|
|
2015
Q1 | $15K | Buy |
133
+18
| +16% | +$1.97K | 0.01% | 391 |
|
|
2014
Q4 | $12K | Hold |
115
| – | – | 0.01% | 423 |
|
|
2014
Q3 | $13K | Hold |
115
| – | – | 0.01% | 398 |
|
|
2014
Q2 | $13K | Sell |
115
-4
| -3% | -$429 | 0.01% | 419 |
|
|
2014
Q1 | $13K | Hold |
119
| – | – | 0.01% | 382 |
|
|
2013
Q4 | $12K | Hold |
119
| – | – | 0.01% | 395 |
|
|
2013
Q3 | $12K | Buy |
119
+37
| +45% | +$3.44K | 0.01% | 348 |
|
|
2013
Q2 | $7K | Buy |
+82
| New | +$6.92K | 0.01% | 408 |
|
Other funds holding ECL
PAMS
