MWAC
Mariner Wealth Advisors (Cincinnati)’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $557K | Buy |
7,437
+1,405
| +23% | +$105K | 0.03% | 183 |
|
|
2018
Q2 | $444K | Sell |
6,032
-328
| -5% | -$24.1K | 0.03% | 210 |
|
|
2018
Q1 | $461K | Buy |
6,360
+460
| +8% | +$33.3K | 0.03% | 199 |
|
|
2017
Q4 | $416K | Buy |
5,900
+535
| +10% | +$37.7K | 0.03% | 199 |
|
|
2017
Q3 | $369K | Buy |
5,365
+405
| +8% | +$27.9K | 0.02% | 198 |
|
|
2017
Q2 | $327K | Sell |
4,960
-500
| -9% | -$33K | 0.02% | 207 |
|
|
2017
Q1 | $327K | Buy |
5,460
+260
| +5% | +$15.6K | 0.02% | 210 |
|
|
2016
Q4 | $293K | Buy |
5,200
+4,235
| +439% | +$239K | 0.02% | 205 |
|
|
2016
Q3 | $260K | Buy |
965
+105
| +12% | +$28.3K | 0.02% | 223 |
|
|
2016
Q2 | $220K | Buy |
+860
| New | +$220K | 0.02% | 232 |
|