Mariner Wealth Advisors (Cincinnati)’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $427K | Sell |
24,492
-4,100
| -14% | -$71.5K | 0.02% | 208 |
|
|
2018
Q2 | $493K | Hold |
28,592
| – | – | 0.03% | 197 |
|
|
2018
Q1 | $406K | Hold |
28,592
| – | – | 0.03% | 211 |
|
|
2017
Q4 | $493K | Sell |
28,592
-18,300
| -39% | -$316K | 0.03% | 184 |
|
|
2017
Q3 | $815K | Hold |
46,892
| – | – | 0.05% | 135 |
|
|
2017
Q2 | $842K | Sell |
46,892
-2,800
| -6% | -$50.3K | 0.06% | 134 |
|
|
2017
Q1 | $980K | Buy |
49,692
+21,100
| +74% | +$416K | 0.07% | 121 |
|
|
2016
Q4 | $552K | Hold |
28,592
| – | – | 0.04% | 153 |
|
|
2016
Q3 | $480K | Hold |
28,592
| – | – | 0.04% | 166 |
|
|
2016
Q2 | $411K | Buy |
28,592
+6,900
| +32% | +$99.2K | 0.04% | 175 |
|
|
2016
Q1 | $155K | Sell |
21,692
-8,000
| -27% | -$57.2K | 0.02% | 234 |
|
|
2015
Q4 | $408K | Buy |
+29,692
| New | +$408K | 0.04% | 165 |
|