Mariner Wealth Advisors (Cincinnati)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $19.3M | Buy |
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|
2018
Q2 | $19.5M | Buy |
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|
2018
Q1 | $21.9M | Buy |
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|
2017
Q4 | $21.2M | Buy |
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|
2017
Q3 | $17.7M | Buy |
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|
2017
Q2 | $16.1M | Buy |
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|
2017
Q1 | $15.4M | Buy |
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|
2016
Q4 | $14.5M | Sell |
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|
2016
Q3 | $11.2M | Buy |
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|
2016
Q2 | $8.82M | Buy |
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|
2016
Q1 | $8.24M | Sell |
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|
2015
Q4 | $11M | Buy |
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|
2015
Q1 | $10.7M | Sell |
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|
2014
Q4 | $12.1M | Buy |
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|
2014
Q3 | $10.6M | Sell |
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|
2014
Q2 | $10.1M | Buy |
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|
2014
Q1 | $9.21M | Buy |
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|
2013
Q4 | $8.8M | Buy |
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