MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $234K | Buy |
+1,920
| New | +$234K | 0.01% | 267 |
|
|
2018
Q1 | – | Sell |
-2,751
| Closed | -$294K | – | 285 |
|
|
2017
Q4 | $294K | Buy |
2,751
+2,136
| +347% | +$228K | 0.02% | 233 |
|
|
2017
Q3 | $205K | Buy |
+615
| New | +$205K | 0.01% | 261 |
|
|
2015
Q1 | $1.14M | Buy |
+3,307
| New | +$1.14M | 0.16% | 72 |
|