MWAC
Mariner Wealth Advisors (Cincinnati)’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.76M | Sell |
24,520
-921
| -4% | -$66.1K | 0.1% | 117 |
|
|
2018
Q2 | $1.7M | Buy |
25,441
+1,246
| +5% | +$83.4K | 0.1% | 110 |
|
|
2018
Q1 | $1.63M | Sell |
24,195
-1,954
| -7% | -$132K | 0.1% | 108 |
|
|
2017
Q4 | $1.95M | Buy |
26,149
+19,822
| +313% | +$1.48M | 0.12% | 93 |
|
|
2017
Q3 | $460K | Sell |
6,327
-176
| -3% | -$12.8K | 0.03% | 177 |
|
|
2017
Q2 | $435K | Buy |
6,503
+1,834
| +39% | +$123K | 0.03% | 180 |
|
|
2017
Q1 | $279K | Buy |
+4,669
| New | +$279K | 0.02% | 222 |
|