MWAC
Mariner Wealth Advisors (Cincinnati)’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,698
| Closed | -$235K | – | 286 |
|
|
2018
Q2 | $235K | Hold |
4,698
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $209K | Buy |
+4,698
| New | +$209K | 0.01% | 270 |
|
|
2017
Q4 | – | Sell |
-7,749
| Closed | -$314K | – | 278 |
|
|
2017
Q3 | $314K | Buy |
+7,749
| New | +$314K | 0.02% | 212 |
|
|
2015
Q1 | $243K | Sell |
5,225
-22,380
| -81% | -$1.04M | 0.03% | 160 |
|
|
2014
Q4 | $1.31M | Sell |
27,605
-120,965
| -81% | -$5.72M | 0.19% | 65 |
|
|
2014
Q3 | $8.75M | Sell |
148,570
-6,481
| -4% | -$382K | 1.4% | 34 |
|
|
2014
Q2 | $10.6M | Buy |
155,051
+8,714
| +6% | +$596K | 1.67% | 35 |
|
|
2014
Q1 | $9.92M | Buy |
146,337
+5,990
| +4% | +$406K | 1.61% | 36 |
|
|
2013
Q4 | $9.57M | Buy |
140,347
+8,011
| +6% | +$546K | 1.58% | 34 |
|
|
2013
Q3 | $8.8M | Buy |
132,336
+7,791
| +6% | +$518K | 1.63% | 36 |
|
|
2013
Q2 | $7.18M | Buy |
+124,545
| New | +$7.18M | 1.42% | 37 |
|