MWAC
Mariner Wealth Advisors (Cincinnati)’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $388K | Sell |
3,445
-1,295
| -27% | -$146K | 0.02% | 218 |
|
|
2018
Q2 | $562K | Sell |
4,740
-732
| -13% | -$86.8K | 0.03% | 172 |
|
|
2018
Q1 | $688K | Sell |
5,472
-2,190
| -29% | -$275K | 0.04% | 157 |
|
|
2017
Q4 | $947K | Sell |
7,662
-189,074
| -96% | -$23.4M | 0.06% | 129 |
|
|
2017
Q3 | $23.9M | Buy |
196,736
+784
| +0.4% | +$95.3K | 1.55% | 17 |
|
|
2017
Q2 | $23.1M | Buy |
195,952
+6,069
| +3% | +$716K | 1.61% | 16 |
|
|
2017
Q1 | $22.5M | Buy |
189,883
+8,695
| +5% | +$1.03M | 1.62% | 11 |
|
|
2016
Q4 | $19.9M | Sell |
181,188
-1,670
| -0.9% | -$183K | 1.55% | 17 |
|
|
2016
Q3 | $23M | Buy |
182,858
+6,306
| +4% | +$792K | 1.96% | 6 |
|
|
2016
Q2 | $22.3M | Buy |
176,552
+156,187
| +767% | +$19.8M | 2% | 7 |
|
|
2016
Q1 | $2.4M | Buy |
20,365
+18,235
| +856% | +$2.15M | 0.24% | 81 |
|
|
2015
Q4 | $216K | Buy |
+2,130
| New | +$216K | 0.02% | 224 |
|