MWAC
Mariner Wealth Advisors (Cincinnati)’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $378K | Sell |
7,415
-29,711
| -80% | -$1.51M | 0.02% | 221 |
|
|
2018
Q2 | $2.06M | Sell |
37,126
-1,418
| -4% | -$78.7K | 0.12% | 103 |
|
|
2018
Q1 | $1.99M | Buy |
38,544
+3,966
| +11% | +$204K | 0.12% | 98 |
|
|
2017
Q4 | $1.83M | Sell |
34,578
-3,865
| -10% | -$205K | 0.11% | 95 |
|
|
2017
Q3 | $1.81M | Sell |
38,443
-9,374
| -20% | -$442K | 0.12% | 100 |
|
|
2017
Q2 | $2.02M | Sell |
47,817
-281,949
| -85% | -$11.9M | 0.14% | 93 |
|
|
2017
Q1 | $13.4M | Buy |
329,766
+23,726
| +8% | +$965K | 0.97% | 45 |
|
|
2016
Q4 | $11.8M | Buy |
306,040
+298,360
| +3,885% | +$11.5M | 0.92% | 46 |
|
|
2016
Q3 | $257K | Sell |
7,680
-890
| -10% | -$29.8K | 0.02% | 225 |
|
|
2016
Q2 | $268K | Sell |
8,570
-855
| -9% | -$26.7K | 0.02% | 220 |
|
|
2016
Q1 | $266K | Sell |
9,425
-765
| -8% | -$21.6K | 0.03% | 203 |
|
|
2015
Q4 | $297K | Buy |
+10,190
| New | +$297K | 0.03% | 193 |
|
|
2015
Q1 | $481K | Buy |
11,620
+958
| +9% | +$39.7K | 0.07% | 110 |
|
|
2014
Q4 | $491K | Buy |
10,662
+317
| +3% | +$14.6K | 0.07% | 105 |
|
|
2014
Q3 | $509K | Buy |
10,345
+50
| +0.5% | +$2.46K | 0.08% | 105 |
|
|
2014
Q2 | $559K | Buy |
10,295
+485
| +5% | +$26.3K | 0.09% | 88 |
|
|
2014
Q1 | $548K | Sell |
9,810
-379
| -4% | -$21.2K | 0.09% | 83 |
|
|
2013
Q4 | $575K | Buy |
10,189
+194
| +2% | +$10.9K | 0.09% | 85 |
|
|
2013
Q3 | $487K | Buy |
9,995
+835
| +9% | +$40.7K | 0.09% | 83 |
|
|
2013
Q2 | $376K | Buy |
+9,160
| New | +$376K | 0.07% | 87 |
|