MWAC
Mariner Wealth Advisors (Cincinnati)’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $832K | Buy |
37,165
+1,655
| +5% | +$37.1K | 0.05% | 150 |
|
|
2018
Q2 | $707K | Buy |
35,510
+1,940
| +6% | +$38.6K | 0.04% | 155 |
|
|
2018
Q1 | $720K | Buy |
33,570
+275
| +0.8% | +$5.9K | 0.04% | 152 |
|
|
2017
Q4 | $712K | Buy |
33,295
+1,975
| +6% | +$42.2K | 0.04% | 146 |
|
|
2017
Q3 | $617K | Buy |
31,320
+1,960
| +7% | +$38.6K | 0.04% | 148 |
|
|
2017
Q2 | $573K | Hold |
29,360
| – | – | 0.04% | 157 |
|
|
2017
Q1 | $601K | Hold |
29,360
| – | – | 0.04% | 150 |
|
|
2016
Q4 | $558K | Sell |
29,360
-850
| -3% | -$16.2K | 0.04% | 152 |
|
|
2016
Q3 | $532K | Sell |
30,210
-210
| -0.7% | -$3.7K | 0.05% | 155 |
|
|
2016
Q2 | $587K | Buy |
30,420
+3,789
| +14% | +$73.1K | 0.05% | 149 |
|
|
2016
Q1 | $487K | Sell |
26,631
-6,264
| -19% | -$115K | 0.05% | 156 |
|
|
2015
Q4 | $613K | Buy |
+32,895
| New | +$613K | 0.06% | 135 |
|
|
2015
Q1 | $476K | Sell |
31,870
-1,475
| -4% | -$22K | 0.07% | 112 |
|
|
2014
Q4 | $488K | Sell |
33,345
-1,125
| -3% | -$16.5K | 0.07% | 107 |
|
|
2014
Q3 | $492K | Buy |
34,470
+80
| +0.2% | +$1.14K | 0.08% | 109 |
|
|
2014
Q2 | $569K | Buy |
34,390
+1,100
| +3% | +$18.2K | 0.09% | 86 |
|
|
2014
Q1 | $546K | Sell |
33,290
-525
| -2% | -$8.61K | 0.09% | 84 |
|
|
2013
Q4 | $584K | Sell |
33,815
-725
| -2% | -$12.5K | 0.1% | 84 |
|
|
2013
Q3 | $532K | Buy |
34,540
+1,420
| +4% | +$21.9K | 0.1% | 79 |
|
|
2013
Q2 | $426K | Buy |
+33,120
| New | +$426K | 0.08% | 84 |
|