Mariner Wealth Advisors (Cincinnati)’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $644K | Buy |
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|
2018
Q2 | $453K | Hold |
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|
2018
Q1 | $422K | Hold |
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|
2017
Q4 | $395K | Sell |
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|
2017
Q3 | $512K | Hold |
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|
2017
Q2 | $634K | Hold |
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|
2017
Q1 | $763K | Buy |
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|
2016
Q4 | $667K | Hold |
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|
2016
Q3 | $648K | Hold |
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|
2016
Q2 | $568K | Buy |
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|
2016
Q1 | $249K | Hold |
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|
2015
Q4 | $274K | Buy |
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