MWAC
Mariner Wealth Advisors (Cincinnati)’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,889
| Closed | -$286K | – | 182 |
|
|
2014
Q4 | $286K | Sell |
2,889
-50
| -2% | -$4.95K | 0.04% | 146 |
|
|
2014
Q3 | $275K | Sell |
2,939
-1
| -0% | -$94 | 0.04% | 142 |
|
|
2014
Q2 | $265K | Buy |
2,940
+200
| +7% | +$18K | 0.04% | 136 |
|
|
2014
Q1 | $224K | Hold |
2,740
| – | – | 0.04% | 134 |
|
|
2013
Q4 | $219K | Buy |
+2,740
| New | +$219K | 0.04% | 137 |
|