MWAC
Mariner Wealth Advisors (Cincinnati)’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $600K | Hold |
5,520
| – | – | 0.03% | 174 |
|
|
2018
Q2 | $545K | Sell |
5,520
-212
| -4% | -$20.9K | 0.03% | 175 |
|
|
2018
Q1 | $561K | Sell |
5,732
-300
| -5% | -$29.4K | 0.03% | 172 |
|
|
2017
Q4 | $560K | Sell |
6,032
-59
| -1% | -$5.48K | 0.03% | 166 |
|
|
2017
Q3 | $522K | Buy |
6,091
+27
| +0.4% | +$2.31K | 0.03% | 165 |
|
|
2017
Q2 | $512K | Sell |
6,064
-506
| -8% | -$42.7K | 0.04% | 165 |
|
|
2017
Q1 | $562K | Sell |
6,570
-4,138
| -39% | -$354K | 0.04% | 153 |
|
|
2016
Q4 | $834K | Buy |
10,708
+397
| +4% | +$30.9K | 0.07% | 129 |
|
|
2016
Q3 | $808K | Buy |
10,311
+1,655
| +19% | +$130K | 0.07% | 127 |
|
|
2016
Q2 | $874K | Buy |
8,656
+134
| +2% | +$13.5K | 0.08% | 123 |
|
|
2016
Q1 | $808K | Buy |
8,522
+68
| +0.8% | +$6.45K | 0.08% | 119 |
|
|
2015
Q4 | $785K | Buy |
+8,454
| New | +$785K | 0.08% | 120 |
|