MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $400K | Hold |
6,000
| – | – | 0.02% | 215 |
|
|
2018
Q2 | $375K | Sell |
6,000
-191
| -3% | -$11.9K | 0.02% | 220 |
|
|
2018
Q1 | $374K | Buy |
6,191
+191
| +3% | +$11.5K | 0.02% | 222 |
|
|
2017
Q4 | $367K | Hold |
6,000
| – | – | 0.02% | 212 |
|
|
2017
Q3 | $346K | Hold |
6,000
| – | – | 0.02% | 205 |
|
|
2017
Q2 | $333K | Hold |
6,000
| – | – | 0.02% | 205 |
|
|
2017
Q1 | $324K | Hold |
6,000
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $308K | Hold |
6,000
| – | – | 0.02% | 202 |
|
|
2016
Q3 | $297K | Buy |
6,000
+3,000
| +100% | +$149K | 0.03% | 210 |
|
|
2016
Q2 | $286K | Hold |
3,000
| – | – | 0.03% | 212 |
|
|
2016
Q1 | $280K | Hold |
3,000
| – | – | 0.03% | 197 |
|
|
2015
Q4 | $279K | Buy |
+3,000
| New | +$279K | 0.03% | 197 |
|