MWAC
Mariner Wealth Advisors (Cincinnati)’s Alliance Resource Partners ARLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $873K | Sell |
42,800
-132
| -0.3% | -$2.69K | 0.05% | 149 |
|
|
2018
Q2 | $788K | Sell |
42,932
-3,053
| -7% | -$56K | 0.05% | 150 |
|
|
2018
Q1 | $812K | Hold |
45,985
| – | – | 0.05% | 140 |
|
|
2017
Q4 | $906K | Sell |
45,985
-415
| -0.9% | -$8.18K | 0.05% | 131 |
|
|
2017
Q3 | $898K | Sell |
46,400
-575
| -1% | -$11.1K | 0.06% | 131 |
|
|
2017
Q2 | $888K | Hold |
46,975
| – | – | 0.06% | 131 |
|
|
2017
Q1 | $1.02M | Sell |
46,975
-117
| -0.2% | -$2.53K | 0.07% | 118 |
|
|
2016
Q4 | $1.06M | Buy |
47,092
+117
| +0.2% | +$2.63K | 0.08% | 120 |
|
|
2016
Q3 | $1.04M | Sell |
46,975
-9,000
| -16% | -$200K | 0.09% | 117 |
|
|
2016
Q2 | $882K | Hold |
55,975
| – | – | 0.08% | 122 |
|
|
2016
Q1 | $652K | Hold |
55,975
| – | – | 0.06% | 133 |
|
|
2015
Q4 | $755K | Buy |
+55,975
| New | +$755K | 0.07% | 125 |
|