MWAC
Mariner Wealth Advisors (Cincinnati)’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,050
| Closed | -$449K | – | 281 |
|
|
2017
Q3 | $449K | Sell |
17,050
-4,000
| -19% | -$105K | 0.03% | 178 |
|
|
2017
Q2 | $668K | Sell |
21,050
-3,100
| -13% | -$98.4K | 0.05% | 141 |
|
|
2017
Q1 | $783K | Sell |
24,150
-9,300
| -28% | -$302K | 0.06% | 132 |
|
|
2016
Q4 | $1.21M | Hold |
33,450
| – | – | 0.09% | 110 |
|
|
2016
Q3 | $1.27M | Sell |
33,450
-400
| -1% | -$15.2K | 0.11% | 106 |
|
|
2016
Q2 | $1.3M | Buy |
33,850
+3,000
| +10% | +$115K | 0.12% | 105 |
|
|
2016
Q1 | $981K | Buy |
30,850
+4,690
| +18% | +$149K | 0.1% | 111 |
|
|
2015
Q4 | $961K | Buy |
+26,160
| New | +$961K | 0.09% | 111 |
|