Mariner Wealth Advisors (Cincinnati)’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $221K | Sell |
5,225
-125
| -2% | -$5.29K | 0.03% | 170 |
|
|
2014
Q4 | $245K | Sell |
5,350
-66
| -1% | -$3.02K | 0.04% | 160 |
|
|
2014
Q3 | $232K | Buy |
5,416
+66
| +1% | +$2.83K | 0.04% | 150 |
|
|
2014
Q2 | $243K | Hold |
5,350
| – | – | 0.04% | 139 |
|
|
2014
Q1 | $231K | Sell |
5,350
-302
| -5% | -$13K | 0.04% | 131 |
|
|
2013
Q4 | $245K | Hold |
5,652
| – | – | 0.04% | 132 |
|
|
2013
Q3 | $241K | Buy |
5,652
+100
| +2% | +$4.26K | 0.04% | 112 |
|
|
2013
Q2 | $228K | Buy |
+5,552
| New | +$228K | 0.05% | 116 |
|