MWAC
Mariner Wealth Advisors (Cincinnati)’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $351K | Sell |
5,237
-240
| -4% | -$16.1K | 0.02% | 227 |
|
|
2018
Q2 | $355K | Sell |
5,477
-438
| -7% | -$28.4K | 0.02% | 226 |
|
|
2018
Q1 | $424K | Sell |
5,915
-118
| -2% | -$8.46K | 0.03% | 208 |
|
|
2017
Q4 | $455K | Buy |
6,033
+231
| +4% | +$17.4K | 0.03% | 192 |
|
|
2017
Q3 | $423K | Buy |
5,802
+218
| +4% | +$15.9K | 0.03% | 184 |
|
|
2017
Q2 | $414K | Sell |
5,584
-28
| -0.5% | -$2.08K | 0.03% | 189 |
|
|
2017
Q1 | $411K | Buy |
5,612
+420
| +8% | +$30.8K | 0.03% | 184 |
|
|
2016
Q4 | $340K | Sell |
5,192
-514
| -9% | -$33.7K | 0.03% | 197 |
|
|
2016
Q3 | $423K | Buy |
5,706
+176
| +3% | +$13K | 0.04% | 172 |
|
|
2016
Q2 | $405K | Buy |
5,530
+345
| +7% | +$25.3K | 0.04% | 177 |
|
|
2016
Q1 | $366K | Hold |
5,185
| – | – | 0.04% | 179 |
|
|
2015
Q4 | $345K | Buy |
+5,185
| New | +$345K | 0.03% | 175 |
|
|
2015
Q1 | $320K | Buy |
4,619
+482
| +12% | +$33.4K | 0.05% | 141 |
|
|
2014
Q4 | $286K | Buy |
+4,137
| New | +$286K | 0.04% | 147 |
|