MWAC
Mariner Wealth Advisors (Cincinnati)’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,894
| Closed | -$217K | – | 254 |
|
|
2016
Q1 | $217K | Sell |
4,894
-775
| -14% | -$34.4K | 0.02% | 225 |
|
|
2015
Q4 | $272K | Buy |
+5,669
| New | +$272K | 0.03% | 200 |
|
|
2015
Q1 | $484K | Hold |
10,450
| – | – | 0.07% | 109 |
|
|
2014
Q4 | $450K | Sell |
10,450
-900
| -8% | -$38.8K | 0.07% | 118 |
|
|
2014
Q3 | $419K | Sell |
11,350
-519
| -4% | -$19.2K | 0.07% | 114 |
|
|
2014
Q2 | $383K | Buy |
+11,869
| New | +$383K | 0.06% | 113 |
|