MWAC
Mariner Wealth Advisors (Cincinnati)’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $703K | Sell |
4,671
-215
| -4% | -$32.4K | 0.04% | 157 |
|
|
2018
Q2 | $661K | Buy |
4,886
+177
| +4% | +$23.9K | 0.04% | 158 |
|
|
2018
Q1 | $627K | Sell |
4,709
-259
| -5% | -$34.5K | 0.04% | 164 |
|
|
2017
Q4 | $739K | Sell |
4,968
-627
| -11% | -$93.3K | 0.04% | 142 |
|
|
2017
Q3 | $738K | Buy |
5,595
+275
| +5% | +$36.3K | 0.05% | 139 |
|
|
2017
Q2 | $709K | Hold |
5,320
| – | – | 0.05% | 139 |
|
|
2017
Q1 | $717K | Sell |
5,320
-1,175
| -18% | -$158K | 0.05% | 141 |
|
|
2016
Q4 | $780K | Sell |
6,495
-16
| -0.2% | -$1.92K | 0.06% | 132 |
|
|
2016
Q3 | $815K | Sell |
6,511
-60
| -0.9% | -$7.51K | 0.07% | 126 |
|
|
2016
Q2 | $909K | Buy |
6,571
+1,191
| +22% | +$165K | 0.08% | 121 |
|
|
2016
Q1 | $678K | Sell |
5,380
-1,025
| -16% | -$129K | 0.07% | 130 |
|
|
2015
Q4 | $812K | Buy |
+6,405
| New | +$812K | 0.08% | 119 |
|
|
2015
Q1 | $680K | Sell |
6,156
-659
| -10% | -$72.8K | 0.1% | 91 |
|
|
2014
Q4 | $710K | Buy |
6,815
+684
| +11% | +$71.3K | 0.1% | 90 |
|
|
2014
Q3 | $589K | Buy |
6,131
+250
| +4% | +$24K | 0.09% | 90 |
|
|
2014
Q2 | $537K | Sell |
5,881
-250
| -4% | -$22.8K | 0.08% | 91 |
|
|
2014
Q1 | $540K | Buy |
6,131
+90
| +1% | +$7.93K | 0.09% | 86 |
|
|
2013
Q4 | $560K | Sell |
6,041
-50
| -0.8% | -$4.64K | 0.09% | 87 |
|
|
2013
Q3 | $498K | Sell |
6,091
-1,895
| -24% | -$155K | 0.09% | 82 |
|
|
2013
Q2 | $664K | Buy |
+7,986
| New | +$664K | 0.13% | 75 |
|