MWAC
Mariner Wealth Advisors (Cincinnati)’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-853
| Closed | -$211K | – | 279 |
|
|
2017
Q3 | $211K | Buy |
+853
| New | +$211K | 0.01% | 258 |
|
|
2016
Q4 | – | Sell |
-1,354
| Closed | -$247K | – | 240 |
|
|
2016
Q3 | $247K | Sell |
1,354
-3,175
| -70% | -$579K | 0.02% | 231 |
|
|
2016
Q2 | $748K | Sell |
4,529
-265
| -6% | -$43.8K | 0.07% | 133 |
|
|
2016
Q1 | $915K | Sell |
4,794
-3,287
| -41% | -$627K | 0.09% | 116 |
|
|
2015
Q4 | $1.53M | Buy |
+8,081
| New | +$1.53M | 0.15% | 89 |
|
|
2015
Q1 | $1.22M | Sell |
5,871
-175
| -3% | -$36.5K | 0.17% | 66 |
|
|
2014
Q4 | $1.38M | Buy |
6,046
+4,430
| +274% | +$1.01M | 0.2% | 63 |
|
|
2014
Q3 | $353K | Sell |
1,616
-24
| -1% | -$5.24K | 0.06% | 128 |
|
|
2014
Q2 | $306K | Sell |
1,640
-33
| -2% | -$6.16K | 0.05% | 129 |
|
|
2014
Q1 | $255K | Sell |
1,673
-1,220
| -42% | -$186K | 0.04% | 127 |
|
|
2013
Q4 | $515K | Sell |
2,893
-147
| -5% | -$26.2K | 0.08% | 90 |
|
|
2013
Q3 | $472K | Sell |
3,040
-18
| -0.6% | -$2.8K | 0.09% | 84 |
|
|
2013
Q2 | $289K | Buy |
+3,058
| New | +$289K | 0.06% | 102 |
|