MWAC
Mariner Wealth Advisors (Cincinnati)’s Plains All American Pipeline PAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $644K | Buy |
25,740
+6,595
| +34% | +$165K | 0.04% | 166 |
|
|
2018
Q2 | $453K | Hold |
19,145
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $422K | Hold |
19,145
| – | – | 0.03% | 209 |
|
|
2017
Q4 | $395K | Sell |
19,145
-5,000
| -21% | -$103K | 0.02% | 206 |
|
|
2017
Q3 | $512K | Hold |
24,145
| – | – | 0.03% | 170 |
|
|
2017
Q2 | $634K | Hold |
24,145
| – | – | 0.04% | 149 |
|
|
2017
Q1 | $763K | Buy |
24,145
+3,500
| +17% | +$111K | 0.05% | 135 |
|
|
2016
Q4 | $667K | Hold |
20,645
| – | – | 0.05% | 140 |
|
|
2016
Q3 | $648K | Hold |
20,645
| – | – | 0.06% | 142 |
|
|
2016
Q2 | $568K | Buy |
20,645
+8,765
| +74% | +$241K | 0.05% | 153 |
|
|
2016
Q1 | $249K | Hold |
11,880
| – | – | 0.02% | 216 |
|
|
2015
Q4 | $274K | Buy |
+11,880
| New | +$274K | 0.03% | 199 |
|