Valley Wealth Managers’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-350
| Closed | -$57.9K | – | 347 |
|
2023
Q1 | $57.9K | Hold |
350
| – | – | 0.01% | 210 |
|
2022
Q4 | $50.9K | Hold |
350
| – | – | ﹤0.01% | 224 |
|
2022
Q3 | $51K | Sell |
350
-9
| -3% | -$1.31K | 0.01% | 240 |
|
2022
Q2 | $55K | Buy |
+359
| New | +$55K | 0.01% | 245 |
|
2019
Q4 | – | Sell |
-1,108
| Closed | -$219K | – | 191 |
|
2019
Q3 | $219K | Sell |
1,108
-1,124
| -50% | -$222K | 0.02% | 181 |
|
2019
Q2 | $441K | Sell |
2,232
-2,719
| -55% | -$537K | 0.05% | 151 |
|
2019
Q1 | $874K | Buy |
4,951
+2,637
| +114% | +$466K | 0.1% | 116 |
|
2018
Q4 | $341K | Buy |
+2,314
| New | +$341K | 0.04% | 135 |
|
2017
Q1 | – | Sell |
-13
| Closed | -$2K | – | 217 |
|
2016
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 220 |
|