TFO Wealth Partners’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3
| Closed | -$595 | – | 840 |
|
2023
Q4 | $595 | Hold |
3
| – | – | ﹤0.01% | 289 |
|
2023
Q3 | $560 | Buy |
+3
| New | +$560 | ﹤0.01% | 429 |
|
2020
Q4 | – | Sell |
-392
| Closed | -$78K | – | 100 |
|
2020
Q3 | $78K | Hold |
392
| – | – | 0.03% | 43 |
|
2020
Q2 | $78K | Hold |
392
| – | – | 0.03% | 44 |
|
2020
Q1 | $61K | Hold |
392
| – | – | 0.03% | 51 |
|
2019
Q4 | $75K | Buy |
+392
| New | +$75K | 0.07% | 55 |
|