Transform Wealth’s Ecolab ECL Stock Holding History

Transform Wealth’s Portfolio ECL Stock Details ECL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$249K	Sell	980 -122	-11%	-$31K	0.02%	224
2024 Q4	$259K	Hold	1,102	–	–	0.01%	229
2024 Q3	$282K	Hold	1,102	–	–	0.02%	186
2024 Q2	$263K	Sell	1,102 -14	-1%	-$3.34K	0.02%	187
2024 Q1	$258K	Buy	1,116 +57	+5%	+$13.2K	0.02%	194
2023 Q4	$211K	Buy	+1,059	New	+$211K	0.02%	228
2023 Q3	–	Sell	-1,265	Closed	-$237K	–	246
2023 Q2	$237K	Buy	1,265 +2	+0.2%	+$374	0.02%	234
2023 Q1	$210K	Sell	1,263 -285	-18%	-$47.3K	0.02%	240
2022 Q4	$226K	Sell	1,548 -100	-6%	-$14.6K	0.03%	209
2022 Q3	$239K	Sell	1,648 -224	-12%	-$32.5K	0.03%	166
2022 Q2	$289K	Sell	1,872 -1,601	-46%	-$247K	0.04%	166
2022 Q1	$613K	Sell	3,473 -417	-11%	-$73.6K	0.07%	142
2021 Q4	$913K	Sell	3,890 -38	-1%	-$8.92K	0.1%	118
2021 Q3	$819K	Sell	3,928 -367	-9%	-$76.5K	0.09%	125
2021 Q2	$885K	Buy	4,295 +110	+3%	+$22.7K	0.11%	125
2021 Q1	$896K	Sell	4,185 -430	-9%	-$92.1K	0.18%	103
2020 Q4	$999K	Sell	4,615 -1,133	-20%	-$245K	0.21%	104
2020 Q3	$1.15M	Sell	5,748 -274	-5%	-$54.8K	0.19%	96
2020 Q2	$1.2M	Buy	6,022 +357	+6%	+$71K	0.21%	92
2020 Q1	$883K	Buy	5,665 +1,373	+32%	+$214K	0.19%	109
2019 Q4	$828K	Buy	4,292 +2,592	+152%	+$500K	0.13%	129
2019 Q3	$337K	Hold	1,700	–	–	0.06%	171
2019 Q2	$336K	Sell	1,700 -200	-11%	-$39.5K	0.05%	199
2019 Q1	$335K	Sell	1,900 -750	-28%	-$132K	0.06%	136
2018 Q4	$390K	Hold	2,650	–	–	0.08%	140
2018 Q3	$415K	Sell	2,650 -300	-10%	-$47K	0.07%	151
2018 Q2	$414K	Sell	2,950 -200	-6%	-$28.1K	0.07%	165
2018 Q1	$432K	Sell	3,150 -200	-6%	-$27.4K	0.08%	182
2017 Q4	$450K	Hold	3,350	–	–	0.08%	192
2017 Q3	$431K	Hold	3,350	–	–	0.15%	158
2017 Q2	$445K	Hold	3,350	–	–	0.5%	47
2017 Q1	$420K	Buy	3,350 +100	+3%	+$12.5K	0.16%	161
2016 Q4	$381K	Buy	3,250 +450	+16%	+$52.8K	0.15%	164
2016 Q3	$341K	Sell	2,800 -650	-19%	-$79.2K	0.15%	165
2016 Q2	$409K	Buy	+3,450	New	+$409K	0.17%	156