MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $262K | Sell |
2,265
-200
| -8% | -$23.1K | 0.01% | 259 |
|
|
2018
Q2 | $271K | Buy |
2,465
+400
| +19% | +$44K | 0.02% | 256 |
|
|
2018
Q1 | $226K | Hold |
2,065
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $236K | Hold |
2,065
| – | – | 0.01% | 253 |
|
|
2017
Q3 | $223K | Buy |
+2,065
| New | +$223K | 0.01% | 250 |
|