MWAC
Mariner Wealth Advisors (Cincinnati)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $576K | Buy |
2,180
+506
| +30% | +$134K | 0.03% | 180 |
|
|
2018
Q2 | $406K | Buy |
1,674
+42
| +3% | +$10.2K | 0.02% | 214 |
|
|
2018
Q1 | $394K | Sell |
1,632
-398
| -20% | -$96.1K | 0.02% | 214 |
|
|
2017
Q4 | $502K | Sell |
2,030
-186
| -8% | -$46K | 0.03% | 181 |
|
|
2017
Q3 | $496K | Buy |
2,216
+90
| +4% | +$20.1K | 0.03% | 171 |
|
|
2017
Q2 | $453K | Buy |
2,126
+248
| +13% | +$52.8K | 0.03% | 177 |
|
|
2017
Q1 | $387K | Buy |
1,878
+398
| +27% | +$82K | 0.03% | 194 |
|
|
2016
Q4 | $292K | Sell |
1,480
-5
| -0.3% | -$986 | 0.02% | 206 |
|
|
2016
Q3 | $271K | Buy |
1,485
+5
| +0.3% | +$912 | 0.02% | 219 |
|
|
2016
Q2 | $265K | Hold |
1,480
| – | – | 0.02% | 221 |
|
|
2016
Q1 | $261K | Hold |
1,480
| – | – | 0.03% | 207 |
|
|
2015
Q4 | $258K | Buy |
+1,480
| New | +$258K | 0.03% | 206 |
|