MWAC
Mariner Wealth Advisors (Cincinnati)’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,715
| Closed | -$253K | – | 289 |
|
|
2018
Q2 | $253K | Buy |
+3,715
| New | +$253K | 0.02% | 265 |
|
|
2018
Q1 | – | Sell |
-2,817
| Closed | -$228K | – | 280 |
|
|
2017
Q4 | $228K | Buy |
+2,817
| New | +$228K | 0.01% | 257 |
|
|
2016
Q4 | – | Sell |
-3,408
| Closed | -$253K | – | 241 |
|
|
2016
Q3 | $253K | Sell |
3,408
-106
| -3% | -$7.87K | 0.02% | 228 |
|
|
2016
Q2 | $274K | Buy |
+3,514
| New | +$274K | 0.02% | 216 |
|