MWAC
Mariner Wealth Advisors (Cincinnati)’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $226K | Sell |
5,045
-483
| -9% | -$21.6K | 0.01% | 271 |
|
|
2018
Q2 | $243K | Sell |
5,528
-392
| -7% | -$17.2K | 0.01% | 272 |
|
|
2018
Q1 | $232K | Hold |
5,920
| – | – | 0.01% | 259 |
|
|
2017
Q4 | $255K | Sell |
5,920
-215
| -4% | -$9.26K | 0.02% | 245 |
|
|
2017
Q3 | $256K | Hold |
6,135
| – | – | 0.02% | 240 |
|
|
2017
Q2 | $240K | Sell |
6,135
-635
| -9% | -$24.8K | 0.02% | 232 |
|
|
2017
Q1 | $295K | Hold |
6,770
| – | – | 0.02% | 218 |
|
|
2016
Q4 | $299K | Hold |
6,770
| – | – | 0.02% | 204 |
|
|
2016
Q3 | $344K | Hold |
6,770
| – | – | 0.03% | 200 |
|
|
2016
Q2 | $350K | Hold |
6,770
| – | – | 0.03% | 193 |
|
|
2016
Q1 | $313K | Sell |
6,770
-1,700
| -20% | -$78.6K | 0.03% | 186 |
|
|
2015
Q4 | $339K | Buy |
+8,470
| New | +$339K | 0.03% | 180 |
|
|
2015
Q1 | $444K | Buy |
+10,845
| New | +$444K | 0.06% | 116 |
|