MWAC
ADT
Mariner Wealth Advisors (Cincinnati)’s ADT CORP ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,997
| Closed | -$363K | – | 259 |
|
|
2015
Q4 | $363K | Buy |
+10,997
| New | +$363K | 0.04% | 174 |
|
|
2015
Q1 | $603K | Sell |
14,512
-900
| -6% | -$37.4K | 0.08% | 101 |
|
|
2014
Q4 | $558K | Buy |
15,412
+250
| +2% | +$9.05K | 0.08% | 101 |
|
|
2014
Q3 | $538K | Buy |
15,162
+1,350
| +10% | +$47.9K | 0.09% | 100 |
|
|
2014
Q2 | $483K | Buy |
+13,812
| New | +$483K | 0.08% | 102 |
|