MWAC
Mariner Wealth Advisors (Cincinnati)’s KeyCorp KEY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,188
| Closed | -$199K | – | 296 |
|
|
2018
Q2 | $199K | Hold |
10,188
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $199K | Hold |
10,188
| – | – | 0.01% | 276 |
|
|
2017
Q4 | $205K | Hold |
10,188
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $192K | Hold |
10,188
| – | – | 0.01% | 270 |
|
|
2017
Q2 | $191K | Hold |
10,188
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $181K | Hold |
10,188
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $186K | Hold |
10,188
| – | – | 0.01% | 234 |
|
|
2016
Q3 | $124K | Hold |
10,188
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $113K | Hold |
10,188
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $112K | Hold |
10,188
| – | – | 0.01% | 236 |
|
|
2015
Q4 | $134K | Buy |
+10,188
| New | +$134K | 0.01% | 241 |
|