MWAC
Mariner Wealth Advisors (Cincinnati)’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.45M | Sell |
19,593
-20
| -0.1% | -$1.48K | 0.08% | 123 |
|
|
2018
Q2 | $1.25M | Sell |
19,613
-1,475
| -7% | -$94.1K | 0.07% | 120 |
|
|
2018
Q1 | $1.18M | Sell |
21,088
-340
| -2% | -$18.9K | 0.07% | 120 |
|
|
2017
Q4 | $1.18M | Sell |
21,428
-1,175
| -5% | -$64.7K | 0.07% | 117 |
|
|
2017
Q3 | $1.23M | Sell |
22,603
-955
| -4% | -$51.8K | 0.08% | 116 |
|
|
2017
Q2 | $1.29M | Buy |
23,558
+1,485
| +7% | +$81K | 0.09% | 112 |
|
|
2017
Q1 | $1.03M | Buy |
22,073
+2,285
| +12% | +$106K | 0.07% | 117 |
|
|
2016
Q4 | $711K | Sell |
19,788
-1,872
| -9% | -$67.3K | 0.06% | 136 |
|
|
2016
Q3 | $661K | Sell |
21,660
-2,715
| -11% | -$82.9K | 0.06% | 140 |
|
|
2016
Q2 | $636K | Buy |
24,375
+3,428
| +16% | +$89.4K | 0.06% | 141 |
|
|
2016
Q1 | $539K | Sell |
20,947
-1,800
| -8% | -$46.3K | 0.05% | 146 |
|
|
2015
Q4 | $590K | Buy |
+22,747
| New | +$590K | 0.06% | 137 |
|
|
2015
Q1 | $669K | Buy |
20,212
+160
| +0.8% | +$5.3K | 0.09% | 94 |
|
|
2014
Q4 | $726K | Sell |
20,052
-85
| -0.4% | -$3.08K | 0.11% | 88 |
|
|
2014
Q3 | $646K | Sell |
20,137
-1,978
| -9% | -$63.5K | 0.1% | 81 |
|
|
2014
Q2 | $681K | Sell |
22,115
-7,660
| -26% | -$236K | 0.11% | 74 |
|
|
2014
Q1 | $863K | Buy |
29,775
+200
| +0.7% | +$5.8K | 0.14% | 71 |
|
|
2013
Q4 | $851K | Sell |
29,575
-2,190
| -7% | -$63K | 0.14% | 75 |
|
|
2013
Q3 | $818K | Buy |
31,765
+3,265
| +11% | +$84.1K | 0.15% | 69 |
|
|
2013
Q2 | $661K | Buy |
+28,500
| New | +$661K | 0.13% | 76 |
|