MWAC
KEY.PRG
Mariner Wealth Advisors (Cincinnati)’s KeyCorp Pfd KEY.PRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,250
| Closed | -$844K | – | 262 |
|
|
2016
Q4 | $844K | Sell |
6,250
-2,225
| -26% | -$300K | 0.07% | 127 |
|
|
2016
Q3 | $1.16M | Hold |
8,475
| – | – | 0.1% | 112 |
|
|
2016
Q2 | $1.14M | Hold |
8,475
| – | – | 0.1% | 114 |
|
|
2016
Q1 | $1.11M | Hold |
8,475
| – | – | 0.11% | 103 |
|
|
2015
Q4 | $1.12M | Buy |
+8,475
| New | +$1.12M | 0.11% | 100 |
|