MWAC
Mariner Wealth Advisors (Cincinnati)’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $625K | Buy |
6,087
+647
| +12% | +$66.4K | 0.03% | 169 |
|
|
2018
Q2 | $585K | Buy |
5,440
+1,209
| +29% | +$130K | 0.03% | 168 |
|
|
2018
Q1 | $525K | Buy |
4,231
+120
| +3% | +$14.9K | 0.03% | 180 |
|
|
2017
Q4 | $511K | Buy |
4,111
+1,604
| +64% | +$199K | 0.03% | 178 |
|
|
2017
Q3 | $263K | Buy |
2,507
+197
| +9% | +$20.7K | 0.02% | 234 |
|
|
2017
Q2 | $273K | Buy |
2,310
+30
| +1% | +$3.55K | 0.02% | 222 |
|
|
2017
Q1 | $299K | Sell |
2,280
-153
| -6% | -$20.1K | 0.02% | 216 |
|
|
2016
Q4 | $312K | Sell |
2,433
-187
| -7% | -$24K | 0.02% | 201 |
|
|
2016
Q3 | $355K | Sell |
2,620
-131
| -5% | -$17.8K | 0.03% | 193 |
|
|
2016
Q2 | $419K | Buy |
2,751
+1,137
| +70% | +$173K | 0.04% | 172 |
|
|
2016
Q1 | $210K | Sell |
1,614
-160
| -9% | -$20.8K | 0.02% | 228 |
|
|
2015
Q4 | $219K | Buy |
+1,774
| New | +$219K | 0.02% | 220 |
|
|
2015
Q1 | $240K | Buy |
+2,077
| New | +$240K | 0.03% | 162 |
|