MWAC
POT
Mariner Wealth Advisors (Cincinnati)’s Potash Corp Of Saskatchewan POT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,550
| Closed | -$203K | – | 299 |
|
|
2017
Q3 | $203K | Buy |
+10,550
| New | +$203K | 0.01% | 263 |
|
|
2016
Q1 | – | Sell |
-74,006
| Closed | -$1.27M | – | 257 |
|
|
2015
Q4 | $1.27M | Buy |
+74,006
| New | +$1.27M | 0.12% | 93 |
|
|
2015
Q1 | $10.9M | Buy |
336,843
+18,789
| +6% | +$606K | 1.53% | 33 |
|
|
2014
Q4 | $11.2M | Sell |
318,054
-17,508
| -5% | -$618K | 1.63% | 31 |
|
|
2014
Q3 | $11.6M | Sell |
335,562
-2,918
| -0.9% | -$101K | 1.86% | 28 |
|
|
2014
Q2 | $12.8M | Buy |
338,480
+31,448
| +10% | +$1.19M | 2.03% | 26 |
|
|
2014
Q1 | $11.1M | Buy |
307,032
+263,619
| +607% | +$9.55M | 1.8% | 32 |
|
|
2013
Q4 | $1.43M | Buy |
+43,413
| New | +$1.43M | 0.24% | 62 |
|