Mariner Wealth Advisors (Cincinnati)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $551K | Buy |
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|
2018
Q1 | $600K | Buy |
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|
2017
Q4 | $529K | Sell |
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|
2017
Q3 | $539K | Sell |
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|
2017
Q2 | $647K | Sell |
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|
2017
Q1 | $776K | Buy |
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|
2016
Q4 | $619K | Sell |
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|
2016
Q3 | $648K | Sell |
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|
2016
Q2 | $800K | Buy |
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|
2016
Q1 | $553K | Sell |
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|
2015
Q4 | $637K | Buy |
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|
2015
Q1 | $470K | Sell |
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|
2014
Q4 | $636K | Sell |
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|
2014
Q3 | $1.16M | Sell |
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|
2014
Q2 | $1.13M | Sell |
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|
2014
Q1 | $1.26M | Sell |
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|
2013
Q4 | $1.55M | Sell |
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|
2013
Q3 | $3.85M | Buy |
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|
2013
Q2 | $3.9M | Buy |
|