MWAC
DD
Mariner Wealth Advisors (Cincinnati)’s Du Pont De Nemours E I DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,621
| Closed | -$454K | – | 283 |
|
|
2017
Q2 | $454K | Sell |
5,621
-68
| -1% | -$5.49K | 0.03% | 176 |
|
|
2017
Q1 | $457K | Buy |
5,689
+605
| +12% | +$48.6K | 0.03% | 174 |
|
|
2016
Q4 | $373K | Sell |
5,084
-890
| -15% | -$65.3K | 0.03% | 188 |
|
|
2016
Q3 | $400K | Buy |
5,974
+1,688
| +39% | +$113K | 0.03% | 180 |
|
|
2016
Q2 | $278K | Buy |
4,286
+105
| +3% | +$6.81K | 0.02% | 215 |
|
|
2016
Q1 | $265K | Sell |
4,181
-150
| -3% | -$9.51K | 0.03% | 204 |
|
|
2015
Q4 | $288K | Buy |
+4,331
| New | +$288K | 0.03% | 195 |
|
|
2015
Q1 | $247K | Sell |
3,454
-185
| -5% | -$13.2K | 0.03% | 155 |
|
|
2014
Q4 | $269K | Buy |
+3,639
| New | +$269K | 0.04% | 153 |
|
|
2014
Q3 | – | Sell |
-3,355
| Closed | -$220K | – | 167 |
|
|
2014
Q2 | $220K | Sell |
3,355
-171
| -5% | -$11.2K | 0.03% | 141 |
|
|
2014
Q1 | $237K | Sell |
3,526
-10,752
| -75% | -$723K | 0.04% | 129 |
|
|
2013
Q4 | $928K | Sell |
14,278
-483
| -3% | -$31.4K | 0.15% | 68 |
|
|
2013
Q3 | $864K | Buy |
14,761
+109
| +0.7% | +$6.38K | 0.16% | 67 |
|
|
2013
Q2 | $769K | Buy |
+14,652
| New | +$769K | 0.15% | 69 |
|