MWAC
Mariner Wealth Advisors (Cincinnati)’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-917
| Closed | -$202K | – | 294 |
|
|
2018
Q2 | $202K | Buy |
917
+103
| +13% | +$22.7K | 0.01% | 286 |
|
|
2018
Q1 | $205K | Sell |
814
-6
| -0.7% | -$1.51K | 0.01% | 272 |
|
|
2017
Q4 | $209K | Sell |
820
-33
| -4% | -$8.41K | 0.01% | 267 |
|
|
2017
Q3 | $202K | Buy |
+853
| New | +$202K | 0.01% | 264 |
|
|
2017
Q1 | – | Sell |
-853
| Closed | -$204K | – | 249 |
|
|
2016
Q4 | $204K | Buy |
+853
| New | +$204K | 0.02% | 232 |
|