MWAC
Mariner Wealth Advisors (Cincinnati)’s American Airlines Group AAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-28,961
| Closed | -$1.51M | – | 295 |
|
|
2018
Q1 | $1.51M | Sell |
28,961
-44
| -0.2% | -$2.29K | 0.09% | 112 |
|
|
2017
Q4 | $1.51M | Sell |
29,005
-410
| -1% | -$21.3K | 0.09% | 105 |
|
|
2017
Q3 | $1.4M | Sell |
29,415
-145
| -0.5% | -$6.89K | 0.09% | 108 |
|
|
2017
Q2 | $1.49M | Sell |
29,560
-3,370
| -10% | -$170K | 0.1% | 107 |
|
|
2017
Q1 | $1.39M | Buy |
32,930
+2,750
| +9% | +$116K | 0.1% | 109 |
|
|
2016
Q4 | $1.41M | Sell |
30,180
-2,455
| -8% | -$115K | 0.11% | 107 |
|
|
2016
Q3 | $1.2M | Buy |
32,635
+8,950
| +38% | +$328K | 0.1% | 111 |
|
|
2016
Q2 | $671K | Buy |
23,685
+4,330
| +22% | +$123K | 0.06% | 138 |
|
|
2016
Q1 | $794K | Sell |
19,355
-4,550
| -19% | -$187K | 0.08% | 121 |
|
|
2015
Q4 | $1.01M | Buy |
+23,905
| New | +$1.01M | 0.1% | 108 |
|
|
2015
Q1 | $1.93M | Buy |
36,475
+9,855
| +37% | +$520K | 0.27% | 56 |
|
|
2014
Q4 | $1.43M | Buy |
26,620
+11,435
| +75% | +$613K | 0.21% | 61 |
|
|
2014
Q3 | $539K | Buy |
+15,185
| New | +$539K | 0.09% | 99 |
|