Mariner Wealth Advisors (Cincinnati)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-234,584
| Closed | -$7.34M | – | 249 |
|
|
2016
Q3 | $7.34M | Sell |
234,584
-4,295
| -2% | -$134K | 0.62% | 55 |
|
|
2016
Q2 | $6.1M | Buy |
238,879
+11,262
| +5% | +$288K | 0.55% | 58 |
|
|
2016
Q1 | $7M | Buy |
227,617
+12,343
| +6% | +$380K | 0.69% | 50 |
|
|
2015
Q4 | $7.21M | Buy |
+215,274
| New | +$7.21M | 0.7% | 49 |
|
|
2015
Q1 | $10.1M | Buy |
255,215
+45,465
| +22% | +$1.8M | 1.42% | 35 |
|
|
2014
Q4 | $8.29M | Buy |
209,750
+24,255
| +13% | +$959K | 1.2% | 37 |
|
|
2014
Q3 | $7.32M | Buy |
+185,495
| New | +$7.32M | 1.17% | 38 |
|