Mariner Wealth Advisors (Cincinnati)’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $588K | Sell |
4,316
-56
| -1% | -$7.63K | 0.03% | 176 |
|
|
2018
Q2 | $591K | Buy |
4,372
+726
| +20% | +$98.1K | 0.04% | 166 |
|
|
2018
Q1 | $551K | Sell |
3,646
-66
| -2% | -$9.97K | 0.03% | 173 |
|
|
2017
Q4 | $536K | Sell |
3,712
-121
| -3% | -$17.5K | 0.03% | 170 |
|
|
2017
Q3 | $517K | Sell |
3,833
-15
| -0.4% | -$2.02K | 0.03% | 168 |
|
|
2017
Q2 | $480K | Sell |
3,848
-331
| -8% | -$41.3K | 0.03% | 170 |
|
|
2017
Q1 | $502K | Sell |
4,179
-206
| -5% | -$24.7K | 0.04% | 165 |
|
|
2016
Q4 | $513K | Hold |
4,385
| – | – | 0.04% | 157 |
|
|
2016
Q3 | $395K | Sell |
4,385
-212
| -5% | -$19.1K | 0.03% | 182 |
|
|
2016
Q2 | $374K | Sell |
4,597
-103
| -2% | -$8.38K | 0.03% | 185 |
|
|
2016
Q1 | $397K | Buy |
4,700
+117
| +3% | +$9.88K | 0.04% | 172 |
|
|
2015
Q4 | $437K | Buy |
+4,583
| New | +$437K | 0.04% | 161 |
|
|
2015
Q1 | $360K | Buy |
3,862
+116
| +3% | +$10.8K | 0.05% | 131 |
|
|
2014
Q4 | $342K | Buy |
+3,746
| New | +$342K | 0.05% | 138 |
|
|
2014
Q2 | – | Sell |
-2,597
| Closed | -$226K | – | 151 |
|
|
2014
Q1 | $226K | Sell |
2,597
-1,879
| -42% | -$164K | 0.04% | 133 |
|
|
2013
Q4 | $347K | Buy |
+4,476
| New | +$347K | 0.06% | 109 |
|
|
2013
Q3 | – | Sell |
-2,858
| Closed | -$208K | – | 127 |
|
|
2013
Q2 | $208K | Buy |
+2,858
| New | +$208K | 0.04% | 123 |
|