MWAC
Mariner Wealth Advisors (Cincinnati)’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $959K | Sell |
3,885
-2,771
| -42% | -$684K | 0.05% | 144 |
|
|
2018
Q2 | $1.62M | Sell |
6,656
-2,949
| -31% | -$716K | 0.1% | 111 |
|
|
2018
Q1 | $2.26M | Sell |
9,605
-74,241
| -89% | -$17.5M | 0.14% | 90 |
|
|
2017
Q4 | $21.5M | Sell |
83,846
-18,504
| -18% | -$4.75M | 1.3% | 25 |
|
|
2017
Q3 | $24.8M | Buy |
102,350
+1,093
| +1% | +$265K | 1.61% | 14 |
|
|
2017
Q2 | $23.6M | Buy |
101,257
+688
| +0.7% | +$160K | 1.64% | 13 |
|
|
2017
Q1 | $22M | Buy |
100,569
+5,017
| +5% | +$1.1M | 1.58% | 14 |
|
|
2016
Q4 | $16.9M | Buy |
95,552
+25,568
| +37% | +$4.52M | 1.32% | 29 |
|
|
2016
Q3 | $12.1M | Buy |
+69,984
| New | +$12.1M | 1.03% | 41 |
|