YorkBridge Wealth Partners’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,938
| Closed | -$452K | – | 282 |
|
|
2022
Q2 | $452K | Sell |
2,938
-1,224
| -29% | -$188K | 0.12% | 133 |
|
|
2022
Q1 | $735K | Buy |
4,162
+132
| +3% | +$23.3K | 0.16% | 109 |
|
|
2021
Q4 | $945K | Sell |
4,030
-260
| -6% | -$61K | 0.21% | 86 |
|
|
2021
Q3 | $895K | Buy |
4,290
+136
| +3% | +$28.4K | 0.23% | 87 |
|
|
2021
Q2 | $856K | Buy |
4,154
+170
| +4% | +$35K | 0.22% | 87 |
|
|
2021
Q1 | $853K | Buy |
3,984
+773
| +24% | +$166K | 0.25% | 78 |
|
|
2020
Q4 | $695K | Buy |
3,211
+192
| +6% | +$41.6K | 0.23% | 86 |
|
|
2020
Q3 | $603K | Buy |
3,019
+152
| +5% | +$30.4K | 0.25% | 82 |
|
|
2020
Q2 | $570K | Sell |
2,867
-55
| -2% | -$10.9K | 0.26% | 82 |
|
|
2020
Q1 | $455K | Buy |
2,922
+306
| +12% | +$47.6K | 0.28% | 86 |
|
|
2019
Q4 | $505K | Buy |
2,616
+105
| +4% | +$20.3K | 0.23% | 103 |
|
|
2019
Q3 | $497K | Sell |
2,511
-72
| -3% | -$14.3K | 0.25% | 96 |
|
|
2019
Q2 | $510K | Sell |
2,583
-279
| -10% | -$55.1K | 0.23% | 93 |
|
|
2019
Q1 | $505K | Sell |
2,862
-118
| -4% | -$20.8K | 0.23% | 95 |
|
|
2018
Q4 | $439K | Buy |
2,980
+2
| +0.1% | +$295 | 0.23% | 100 |
|
|
2018
Q3 | $469K | Sell |
2,978
-87
| -3% | -$13.7K | 0.21% | 105 |
|
|
2018
Q2 | $430K | Buy |
3,065
+148
| +5% | +$20.8K | 0.19% | 113 |
|
|
2018
Q1 | $412K | Buy |
2,917
+148
| +5% | +$20.9K | 0.19% | 111 |
|
|
2017
Q4 | $366K | Buy |
2,769
+472
| +21% | +$62.4K | 0.18% | 121 |
|
|
2017
Q3 | $295K | Sell |
2,297
-31
| -1% | -$3.98K | 0.15% | 132 |
|
|
2017
Q2 | $309K | Sell |
2,328
-4
| -0.2% | -$531 | 0.16% | 126 |
|
|
2017
Q1 | $292K | Buy |
2,332
+88
| +4% | +$11K | 0.15% | 132 |
|
|
2016
Q4 | $262K | Buy |
+2,244
| New | +$262K | 0.15% | 130 |
|