MWAC
Mariner Wealth Advisors (Cincinnati)’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.54M | Sell |
1,268
-495
| -28% | -$992K | 0.14% | 99 |
|
|
2018
Q2 | $3M | Buy |
1,763
+466
| +36% | +$792K | 0.18% | 87 |
|
|
2018
Q1 | $1.88M | Sell |
1,297
-33
| -2% | -$47.8K | 0.12% | 99 |
|
|
2017
Q4 | $1.56M | Sell |
1,330
-137
| -9% | -$160K | 0.09% | 104 |
|
|
2017
Q3 | $1.41M | Sell |
1,467
-13,548
| -90% | -$13M | 0.09% | 107 |
|
|
2017
Q2 | $14.5M | Buy |
15,015
+318
| +2% | +$308K | 1.01% | 38 |
|
|
2017
Q1 | $13M | Buy |
14,697
+884
| +6% | +$784K | 0.94% | 46 |
|
|
2016
Q4 | $10.4M | Buy |
13,813
+430
| +3% | +$322K | 0.81% | 51 |
|
|
2016
Q3 | $11.2M | Buy |
13,383
+11,230
| +522% | +$9.4M | 0.95% | 44 |
|
|
2016
Q2 | $1.54M | Buy |
2,153
+464
| +27% | +$332K | 0.14% | 99 |
|
|
2016
Q1 | $1M | Sell |
1,689
-131
| -7% | -$77.8K | 0.1% | 108 |
|
|
2015
Q4 | $1.23M | Buy |
+1,820
| New | +$1.23M | 0.12% | 94 |
|
|
2015
Q1 | $212K | Sell |
571
-127
| -18% | -$47.2K | 0.03% | 174 |
|
|
2014
Q4 | $217K | Buy |
+698
| New | +$217K | 0.03% | 168 |
|
|
2014
Q2 | – | Sell |
-859
| Closed | -$289K | – | 147 |
|
|
2014
Q1 | $289K | Sell |
859
-13
| -1% | -$4.37K | 0.05% | 120 |
|
|
2013
Q4 | $348K | Buy |
+872
| New | +$348K | 0.06% | 108 |
|