MWAC
Mariner Wealth Advisors (Cincinnati)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $703K | Buy |
4,652
+707
| +18% | +$107K | 0.04% | 158 |
|
|
2018
Q2 | $551K | Buy |
3,945
+36
| +0.9% | +$5.03K | 0.03% | 174 |
|
|
2018
Q1 | $600K | Buy |
3,909
+461
| +13% | +$70.8K | 0.04% | 166 |
|
|
2017
Q4 | $529K | Sell |
3,448
-270
| -7% | -$41.4K | 0.03% | 173 |
|
|
2017
Q3 | $539K | Sell |
3,718
-490
| -12% | -$71K | 0.03% | 161 |
|
|
2017
Q2 | $647K | Sell |
4,208
-247
| -6% | -$38K | 0.05% | 147 |
|
|
2017
Q1 | $776K | Buy |
4,455
+727
| +20% | +$127K | 0.06% | 133 |
|
|
2016
Q4 | $619K | Sell |
3,728
-351
| -9% | -$58.3K | 0.05% | 143 |
|
|
2016
Q3 | $648K | Sell |
4,079
-1,193
| -23% | -$190K | 0.06% | 141 |
|
|
2016
Q2 | $800K | Buy |
5,272
+1,619
| +44% | +$246K | 0.07% | 129 |
|
|
2016
Q1 | $553K | Sell |
3,653
-976
| -21% | -$148K | 0.05% | 142 |
|
|
2015
Q4 | $637K | Buy |
+4,629
| New | +$637K | 0.06% | 134 |
|
|
2015
Q1 | $470K | Sell |
2,931
-1,032
| -26% | -$165K | 0.07% | 113 |
|
|
2014
Q4 | $636K | Sell |
3,963
-2,130
| -35% | -$342K | 0.09% | 95 |
|
|
2014
Q3 | $1.16M | Sell |
6,093
-126
| -2% | -$23.9K | 0.19% | 63 |
|
|
2014
Q2 | $1.13M | Sell |
6,219
-329
| -5% | -$59.6K | 0.18% | 60 |
|
|
2014
Q1 | $1.26M | Sell |
6,548
-1,698
| -21% | -$327K | 0.2% | 60 |
|
|
2013
Q4 | $1.55M | Sell |
8,246
-12,525
| -60% | -$2.35M | 0.25% | 60 |
|
|
2013
Q3 | $3.85M | Buy |
20,771
+349
| +2% | +$64.6K | 0.71% | 44 |
|
|
2013
Q2 | $3.9M | Buy |
+20,422
| New | +$3.9M | 0.77% | 46 |
|