MWAC
Mariner Wealth Advisors (Cincinnati)’s APA Corp APA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,013
| Closed | -$255K | – | 245 |
|
|
2016
Q4 | $255K | Buy |
4,013
+200
| +5% | +$12.7K | 0.02% | 218 |
|
|
2016
Q3 | $244K | Buy |
3,813
+200
| +6% | +$12.8K | 0.02% | 233 |
|
|
2016
Q2 | $201K | Buy |
+3,613
| New | +$201K | 0.02% | 240 |
|
|
2015
Q1 | $384K | Sell |
6,363
-8,780
| -58% | -$530K | 0.05% | 126 |
|
|
2014
Q4 | $949K | Sell |
15,143
-12,156
| -45% | -$762K | 0.14% | 79 |
|
|
2014
Q3 | $2.56M | Sell |
27,299
-130
| -0.5% | -$12.2K | 0.41% | 48 |
|
|
2014
Q2 | $2.76M | Sell |
27,429
-1,231
| -4% | -$124K | 0.44% | 47 |
|
|
2014
Q1 | $2.38M | Sell |
28,660
-5,156
| -15% | -$428K | 0.39% | 49 |
|
|
2013
Q4 | $2.91M | Sell |
33,816
-3,215
| -9% | -$276K | 0.48% | 48 |
|
|
2013
Q3 | $3.15M | Sell |
37,031
-11,136
| -23% | -$948K | 0.58% | 47 |
|
|
2013
Q2 | $4.04M | Buy |
+48,167
| New | +$4.04M | 0.8% | 43 |
|