MWAC
Mariner Wealth Advisors (Cincinnati)’s FedEx FDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $363K | Sell |
1,507
-112
| -7% | -$27K | 0.02% | 224 |
|
|
2018
Q2 | $368K | Buy |
1,619
+72
| +5% | +$16.4K | 0.02% | 223 |
|
|
2018
Q1 | $371K | Hold |
1,547
| – | – | 0.02% | 223 |
|
|
2017
Q4 | $386K | Buy |
1,547
+30
| +2% | +$7.49K | 0.02% | 207 |
|
|
2017
Q3 | $342K | Buy |
1,517
+50
| +3% | +$11.3K | 0.02% | 206 |
|
|
2017
Q2 | $319K | Buy |
1,467
+100
| +7% | +$21.7K | 0.02% | 208 |
|
|
2017
Q1 | $267K | Sell |
1,367
-100
| -7% | -$19.5K | 0.02% | 223 |
|
|
2016
Q4 | $273K | Sell |
1,467
-510
| -26% | -$94.9K | 0.02% | 214 |
|
|
2016
Q3 | $345K | Sell |
1,977
-565
| -22% | -$98.6K | 0.03% | 199 |
|
|
2016
Q2 | $386K | Buy |
2,542
+45
| +2% | +$6.83K | 0.03% | 180 |
|
|
2016
Q1 | $406K | Sell |
2,497
-3,890
| -61% | -$632K | 0.04% | 167 |
|
|
2015
Q4 | $952K | Buy |
+6,387
| New | +$952K | 0.09% | 112 |
|
|
2015
Q1 | $831K | Sell |
5,025
-3,775
| -43% | -$624K | 0.12% | 84 |
|
|
2014
Q4 | $1.53M | Sell |
8,800
-515
| -6% | -$89.4K | 0.22% | 59 |
|
|
2014
Q3 | $1.5M | Buy |
+9,315
| New | +$1.5M | 0.24% | 58 |
|