XWM
Xcel Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,430
| Closed | -$252K | – | 129 |
|
|
2022
Q1 | $252K | Sell |
1,430
-1,225
| -46% | -$216K | 0.07% | 126 |
|
|
2021
Q4 | $623K | Sell |
2,655
-50
| -2% | -$11.7K | 0.16% | 91 |
|
|
2021
Q3 | $564K | Hold |
2,705
| – | – | 0.16% | 91 |
|
|
2021
Q2 | $557K | Buy |
2,705
+200
| +8% | +$41.2K | 0.17% | 91 |
|
|
2021
Q1 | $536K | Buy |
2,505
+225
| +10% | +$48.1K | 0.19% | 85 |
|
|
2020
Q4 | $493K | Buy |
2,280
+100
| +5% | +$21.6K | 0.21% | 78 |
|
|
2020
Q3 | $435K | Hold |
2,180
| – | – | 0.22% | 77 |
|
|
2020
Q2 | $433K | Buy |
+2,180
| New | +$433K | 0.27% | 70 |
|