Mariner Wealth Advisors (Cincinnati)’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $165K | Sell |
17,819
-5,445
| -23% | -$50.4K | 0.01% | 283 |
|
|
2018
Q2 | $258K | Buy |
23,264
+1,360
| +6% | +$15.1K | 0.02% | 263 |
|
|
2018
Q1 | $243K | Buy |
21,904
+5,805
| +36% | +$64.4K | 0.01% | 253 |
|
|
2017
Q4 | $201K | Sell |
16,099
-9,884
| -38% | -$123K | 0.01% | 271 |
|
|
2017
Q3 | $311K | Buy |
25,983
+9,143
| +54% | +$109K | 0.02% | 214 |
|
|
2017
Q2 | $188K | Sell |
16,840
-735
| -4% | -$8.21K | 0.01% | 250 |
|
|
2017
Q1 | $205K | Hold |
17,575
| – | – | 0.01% | 241 |
|
|
2016
Q4 | $213K | Sell |
17,575
-4,411
| -20% | -$53.5K | 0.02% | 229 |
|
|
2016
Q3 | $265K | Buy |
21,986
+2,997
| +16% | +$36.1K | 0.02% | 221 |
|
|
2016
Q2 | $239K | Buy |
18,989
+67
| +0.4% | +$843 | 0.02% | 228 |
|
|
2016
Q1 | $255K | Buy |
18,922
+3,881
| +26% | +$52.3K | 0.03% | 210 |
|
|
2015
Q4 | $212K | Buy |
+15,041
| New | +$212K | 0.02% | 227 |
|