Mariner Wealth Advisors (Cincinnati)’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $23.8M | Buy |
142,689
+5,242
| +4% | +$876K | 1.32% | 25 |
|
|
2018
Q2 | $21.4M | Buy |
137,447
+3,695
| +3% | +$575K | 1.27% | 27 |
|
|
2018
Q1 | $21.3M | Buy |
133,752
+6,365
| +5% | +$1.01M | 1.31% | 23 |
|
|
2017
Q4 | $20.9M | Buy |
127,387
+3,886
| +3% | +$638K | 1.27% | 29 |
|
|
2017
Q3 | $18.7M | Buy |
123,501
+3,917
| +3% | +$592K | 1.21% | 28 |
|
|
2017
Q2 | $17.1M | Buy |
119,584
+5,119
| +4% | +$732K | 1.19% | 29 |
|
|
2017
Q1 | $15.5M | Buy |
114,465
+82,450
| +258% | +$11.2M | 1.11% | 33 |
|
|
2016
Q4 | $4.6M | Buy |
32,015
+7,952
| +33% | +$1.14M | 0.36% | 68 |
|
|
2016
Q3 | $3.35M | Buy |
24,063
+4,232
| +21% | +$589K | 0.29% | 77 |
|
|
2016
Q2 | $2.61M | Buy |
19,831
+16,805
| +555% | +$2.21M | 0.23% | 85 |
|
|
2016
Q1 | $403K | Buy |
3,026
+643
| +27% | +$85.6K | 0.04% | 170 |
|
|
2015
Q4 | $287K | Buy |
+2,383
| New | +$287K | 0.03% | 196 |
|
|
2015
Q1 | $1.21M | Hold |
8,632
| – | – | 0.17% | 69 |
|
|
2014
Q4 | $1.15M | Sell |
8,632
-378
| -4% | -$50.4K | 0.17% | 70 |
|
|
2014
Q3 | $1.09M | Hold |
9,010
| – | – | 0.17% | 64 |
|
|
2014
Q2 | $1.07M | Sell |
9,010
-216
| -2% | -$25.7K | 0.17% | 63 |
|
|
2014
Q1 | $1.02M | Buy |
9,226
+632
| +7% | +$69.6K | 0.16% | 65 |
|
|
2013
Q4 | $889K | Sell |
8,594
-81
| -0.9% | -$8.38K | 0.15% | 74 |
|
|
2013
Q3 | $855K | Sell |
8,675
-22
| -0.3% | -$2.17K | 0.16% | 68 |
|
|
2013
Q2 | $737K | Buy |
+8,697
| New | +$737K | 0.15% | 72 |
|