MWAC
Mariner Wealth Advisors (Cincinnati)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,737
| Closed | -$342K | – | 279 |
|
|
2017
Q2 | $342K | Sell |
8,737
-2,363
| -21% | -$92.5K | 0.02% | 203 |
|
|
2017
Q1 | $430K | Sell |
11,100
-773
| -7% | -$29.9K | 0.03% | 177 |
|
|
2016
Q4 | $442K | Sell |
11,873
-4,498
| -27% | -$167K | 0.03% | 172 |
|
|
2016
Q3 | $647K | Buy |
16,371
+1,562
| +11% | +$61.7K | 0.06% | 143 |
|
|
2016
Q2 | $591K | Sell |
14,809
-3,602
| -20% | -$144K | 0.05% | 147 |
|
|
2016
Q1 | $719K | Buy |
18,411
+5,091
| +38% | +$199K | 0.07% | 126 |
|
|
2015
Q4 | $517K | Buy |
+13,320
| New | +$517K | 0.05% | 146 |
|