MWAC
Mariner Wealth Advisors (Cincinnati)’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $384K | Hold |
2,173
| – | – | 0.02% | 219 |
|
|
2018
Q2 | $370K | Hold |
2,173
| – | – | 0.02% | 221 |
|
|
2018
Q1 | $335K | Hold |
2,173
| – | – | 0.02% | 226 |
|
|
2017
Q4 | $373K | Hold |
2,173
| – | – | 0.02% | 210 |
|
|
2017
Q3 | $350K | Sell |
2,173
-150
| -6% | -$24.2K | 0.02% | 203 |
|
|
2017
Q2 | $376K | Buy |
2,323
+112
| +5% | +$18.1K | 0.03% | 195 |
|
|
2017
Q1 | $380K | Hold |
2,211
| – | – | 0.03% | 196 |
|
|
2016
Q4 | $393K | Hold |
2,211
| – | – | 0.03% | 182 |
|
|
2016
Q3 | $458K | Sell |
2,211
-300
| -12% | -$62.1K | 0.04% | 169 |
|
|
2016
Q2 | $545K | Buy |
2,511
+76
| +3% | +$16.5K | 0.05% | 156 |
|
|
2016
Q1 | $506K | Buy |
+2,435
| New | +$506K | 0.05% | 151 |
|