MWAC
Mariner Wealth Advisors (Cincinnati)’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.28M | Sell |
48,216
-2,639
| -5% | -$125K | 0.13% | 108 |
|
|
2018
Q2 | $2.53M | Sell |
50,855
-1,251
| -2% | -$62.2K | 0.15% | 91 |
|
|
2018
Q1 | $2.71M | Sell |
52,106
-1,435
| -3% | -$74.7K | 0.17% | 85 |
|
|
2017
Q4 | $2.47M | Buy |
53,541
+22,359
| +72% | +$1.03M | 0.15% | 84 |
|
|
2017
Q3 | $1.19M | Buy |
31,182
+4,885
| +19% | +$186K | 0.08% | 118 |
|
|
2017
Q2 | $887K | Sell |
26,297
-1,505
| -5% | -$50.8K | 0.06% | 132 |
|
|
2017
Q1 | $1M | Buy |
27,802
+674
| +2% | +$24.3K | 0.07% | 119 |
|
|
2016
Q4 | $984K | Sell |
27,128
-27
| -0.1% | -$979 | 0.08% | 122 |
|
|
2016
Q3 | $1.03M | Sell |
27,155
-6,798
| -20% | -$257K | 0.09% | 118 |
|
|
2016
Q2 | $1.11M | Buy |
33,953
+5,549
| +20% | +$182K | 0.1% | 115 |
|
|
2016
Q1 | $919K | Buy |
28,404
+1,609
| +6% | +$52.1K | 0.09% | 115 |
|
|
2015
Q4 | $923K | Buy |
+26,795
| New | +$923K | 0.09% | 114 |
|
|
2015
Q1 | $732K | Sell |
23,424
-1,760
| -7% | -$55K | 0.1% | 88 |
|
|
2014
Q4 | $914K | Buy |
25,184
+8,509
| +51% | +$309K | 0.13% | 80 |
|
|
2014
Q3 | $581K | Buy |
16,675
+1,501
| +10% | +$52.3K | 0.09% | 92 |
|
|
2014
Q2 | $469K | Buy |
15,174
+104
| +0.7% | +$3.21K | 0.07% | 103 |
|
|
2014
Q1 | $389K | Sell |
15,070
-1,293
| -8% | -$33.4K | 0.06% | 102 |
|
|
2013
Q4 | $425K | Buy |
+16,363
| New | +$425K | 0.07% | 99 |
|
|
2013
Q3 | – | Sell |
-9,679
| Closed | -$235K | – | 122 |
|
|
2013
Q2 | $235K | Buy |
+9,679
| New | +$235K | 0.05% | 115 |
|