MWAC
Mariner Wealth Advisors (Cincinnati)’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $17.6M | Buy |
14,604
+196
| +1% | +$237K | 0.97% | 39 |
|
|
2018
Q2 | $16.3M | Buy |
14,408
+342
| +2% | +$386K | 0.96% | 43 |
|
|
2018
Q1 | $14.6M | Sell |
14,066
-277
| -2% | -$287K | 0.9% | 46 |
|
|
2017
Q4 | $15.1M | Sell |
14,343
-29
| -0.2% | -$30.5K | 0.91% | 45 |
|
|
2017
Q3 | $14M | Buy |
14,372
+254
| +2% | +$247K | 0.91% | 43 |
|
|
2017
Q2 | $13.1M | Buy |
14,118
+47
| +0.3% | +$43.7K | 0.91% | 46 |
|
|
2017
Q1 | $11.9M | Buy |
14,071
+408
| +3% | +$346K | 0.86% | 49 |
|
|
2016
Q4 | $10.8M | Sell |
13,663
-160
| -1% | -$127K | 0.84% | 50 |
|
|
2016
Q3 | $11.1M | Sell |
13,823
-49
| -0.4% | -$39.4K | 0.95% | 45 |
|
|
2016
Q2 | $9.76M | Buy |
13,872
+245
| +2% | +$172K | 0.87% | 43 |
|
|
2016
Q1 | $10.4M | Buy |
13,627
+307
| +2% | +$234K | 1.02% | 37 |
|
|
2015
Q4 | $10.4M | Buy |
+13,320
| New | +$10.4M | 1.01% | 42 |
|