MWAC
Mariner Wealth Advisors (Cincinnati)’s Elbit Systems ESLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $304K | Hold |
2,425
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $288K | Sell |
2,425
-1,843
| -43% | -$219K | 0.02% | 247 |
|
|
2018
Q1 | $519K | Sell |
4,268
-277
| -6% | -$33.7K | 0.03% | 181 |
|
|
2017
Q4 | $606K | Buy |
4,545
+30
| +0.7% | +$4K | 0.04% | 156 |
|
|
2017
Q3 | $664K | Sell |
4,515
-25
| -0.6% | -$3.68K | 0.04% | 145 |
|
|
2017
Q2 | $562K | Sell |
4,540
-200
| -4% | -$24.8K | 0.04% | 158 |
|
|
2017
Q1 | $539K | Hold |
4,740
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $483K | Sell |
4,740
-45
| -0.9% | -$4.59K | 0.04% | 163 |
|
|
2016
Q3 | $458K | Sell |
4,785
-20
| -0.4% | -$1.91K | 0.04% | 168 |
|
|
2016
Q2 | $437K | Buy |
4,805
+90
| +2% | +$8.19K | 0.04% | 169 |
|
|
2016
Q1 | $442K | Sell |
4,715
-1,015
| -18% | -$95.2K | 0.04% | 164 |
|
|
2015
Q4 | $506K | Buy |
+5,730
| New | +$506K | 0.05% | 149 |
|
|
2015
Q1 | $477K | Sell |
6,605
-245
| -4% | -$17.7K | 0.07% | 111 |
|
|
2014
Q4 | $416K | Buy |
6,850
+15
| +0.2% | +$911 | 0.06% | 125 |
|
|
2014
Q3 | $424K | Buy |
+6,835
| New | +$424K | 0.07% | 113 |
|