Mariner Wealth Advisors (Cincinnati)’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.22M | Buy |
39,660
+1,844
| +5% | +$382K | 0.45% | 60 |
|
|
2018
Q2 | $7.38M | Buy |
37,816
+4,316
| +13% | +$842K | 0.44% | 57 |
|
|
2018
Q1 | $5.97M | Buy |
33,500
+1,493
| +5% | +$266K | 0.37% | 68 |
|
|
2017
Q4 | $6.07M | Buy |
32,007
+3,206
| +11% | +$608K | 0.37% | 66 |
|
|
2017
Q3 | $4.71M | Buy |
28,801
+467
| +2% | +$76.4K | 0.31% | 71 |
|
|
2017
Q2 | $4.35M | Buy |
28,334
+2,218
| +8% | +$340K | 0.3% | 76 |
|
|
2017
Q1 | $3.84M | Buy |
26,116
+2,540
| +11% | +$373K | 0.28% | 77 |
|
|
2016
Q4 | $3.16M | Sell |
23,576
-192
| -0.8% | -$25.7K | 0.25% | 81 |
|
|
2016
Q3 | $3.06M | Buy |
23,768
+1,453
| +7% | +$187K | 0.26% | 80 |
|
|
2016
Q2 | $2.85M | Buy |
22,315
+638
| +3% | +$81.5K | 0.26% | 80 |
|
|
2016
Q1 | $2.89M | Buy |
21,677
+539
| +3% | +$71.9K | 0.28% | 73 |
|
|
2015
Q4 | $2.8M | Buy |
+21,138
| New | +$2.8M | 0.27% | 72 |
|
|
2015
Q1 | $1.6M | Buy |
14,077
+2,191
| +18% | +$249K | 0.22% | 62 |
|
|
2014
Q4 | $1.25M | Buy |
11,886
+5,366
| +82% | +$563K | 0.18% | 68 |
|
|
2014
Q3 | $598K | Sell |
6,520
-5,349
| -45% | -$491K | 0.1% | 87 |
|
|
2014
Q2 | $961K | Buy |
11,869
+8,165
| +220% | +$661K | 0.15% | 67 |
|
|
2014
Q1 | $293K | Buy |
+3,704
| New | +$293K | 0.05% | 119 |
|
|
2013
Q3 | – | Sell |
-4,137
| Closed | -$320K | – | 121 |
|
|
2013
Q2 | $320K | Buy |
+4,137
| New | +$320K | 0.06% | 92 |
|