MWAC
Mariner Wealth Advisors (Cincinnati)’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.46M | Buy |
14,136
+234
| +2% | +$40.7K | 0.14% | 103 |
|
|
2018
Q2 | $2.02M | Buy |
13,902
+513
| +4% | +$74.7K | 0.12% | 104 |
|
|
2018
Q1 | $1.87M | Buy |
13,389
+637
| +5% | +$88.9K | 0.11% | 100 |
|
|
2017
Q4 | $1.44M | Buy |
12,752
+856
| +7% | +$96.5K | 0.09% | 109 |
|
|
2017
Q3 | $1.3M | Sell |
11,896
-30
| -0.3% | -$3.28K | 0.08% | 114 |
|
|
2017
Q2 | $1.41M | Sell |
11,926
-260
| -2% | -$30.7K | 0.1% | 109 |
|
|
2017
Q1 | $1.15M | Buy |
12,186
+115
| +1% | +$10.8K | 0.08% | 114 |
|
|
2016
Q4 | $1.13M | Buy |
+12,071
| New | +$1.13M | 0.09% | 116 |
|