MWAC
Mariner Wealth Advisors (Cincinnati)’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,708
| Closed | -$541K | – | 285 |
|
|
2018
Q2 | $541K | Buy |
11,708
+400
| +4% | +$18.5K | 0.03% | 177 |
|
|
2018
Q1 | $629K | Hold |
11,308
| – | – | 0.04% | 163 |
|
|
2017
Q4 | $578K | Buy |
11,308
+7,143
| +172% | +$365K | 0.04% | 162 |
|
|
2017
Q3 | $217K | Buy |
+4,165
| New | +$217K | 0.01% | 256 |
|