Mariner Wealth Advisors (Cincinnati)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.15M | Buy |
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|
2018
Q2 | $5.59M | Sell |
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2018
Q1 | $5.53M | Sell |
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|
2017
Q4 | $5.63M | Sell |
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|
2017
Q3 | $5.34M | Buy |
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|
2017
Q2 | $4.82M | Buy |
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|
2017
Q1 | $4.43M | Buy |
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|
2016
Q4 | $4.01M | Sell |
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|
2016
Q3 | $3.93M | Buy |
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|
2016
Q2 | $3.8M | Sell |
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|
2016
Q1 | $3.82M | Buy |
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|
2015
Q4 | $3.69M | Buy |
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