MWAC
Mariner Wealth Advisors (Cincinnati)’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.17M | Sell |
7,461
-333
| -4% | -$52.2K | 0.06% | 131 |
|
2018
Q2 | $1.09M | Buy |
7,794
+139
| +2% | +$19.5K | 0.06% | 129 |
|
2018
Q1 | $1.05M | Sell |
7,655
-345
| -4% | -$47.3K | 0.06% | 129 |
|
2017
Q4 | $1.07M | Buy |
8,000
+384
| +5% | +$51.5K | 0.06% | 122 |
|
2017
Q3 | $979K | Sell |
7,616
-23
| -0.3% | -$2.96K | 0.06% | 127 |
|
2017
Q2 | $1.01M | Buy |
7,639
+129
| +2% | +$17.1K | 0.07% | 124 |
|
2017
Q1 | $941K | Sell |
7,510
-2,254
| -23% | -$282K | 0.07% | 125 |
|
2016
Q4 | $1.15M | Buy |
9,764
+977
| +11% | +$115K | 0.09% | 114 |
|
2016
Q3 | $1.07M | Buy |
8,787
+6,044
| +220% | +$736K | 0.09% | 116 |
|
2016
Q2 | $325K | Buy |
2,743
+618
| +29% | +$73.2K | 0.03% | 202 |
|
2016
Q1 | $237K | Sell |
2,125
-123
| -5% | -$13.7K | 0.02% | 220 |
|
2015
Q4 | $257K | Buy |
+2,248
| New | +$257K | 0.03% | 207 |
|
2015
Q1 | $254K | Hold |
2,225
| – | – | 0.04% | 152 |
|
2014
Q4 | $233K | Buy |
2,225
+350
| +19% | +$36.7K | 0.03% | 164 |
|
2014
Q3 | $215K | Buy |
+1,875
| New | +$215K | 0.03% | 151 |
|
2014
Q2 | – | Sell |
-2,095
| Closed | -$226K | – | 150 |
|
2014
Q1 | $226K | Sell |
2,095
-225
| -10% | -$24.3K | 0.04% | 132 |
|
2013
Q4 | $242K | Sell |
2,320
-395
| -15% | -$41.2K | 0.04% | 133 |
|
2013
Q3 | $268K | Sell |
2,715
-800
| -23% | -$79K | 0.05% | 108 |
|
2013
Q2 | $299K | Buy |
+3,515
| New | +$299K | 0.06% | 99 |
|