MWAC
Mariner Wealth Advisors (Cincinnati)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.53M | Sell |
45,550
-4,632
| -9% | -$156K | 0.08% | 120 |
|
|
2018
Q2 | $1.61M | Buy |
50,182
+2,804
| +6% | +$90K | 0.1% | 112 |
|
|
2018
Q1 | $1.69M | Sell |
47,378
-3,117
| -6% | -$111K | 0.1% | 107 |
|
|
2017
Q4 | $1.96M | Buy |
50,495
+842
| +2% | +$32.7K | 0.12% | 92 |
|
|
2017
Q3 | $1.95M | Buy |
49,653
+3,456
| +7% | +$135K | 0.13% | 98 |
|
|
2017
Q2 | $1.74M | Sell |
46,197
-1,063
| -2% | -$40.1K | 0.12% | 100 |
|
|
2017
Q1 | $1.96M | Sell |
47,260
-66
| -0.1% | -$2.74K | 0.14% | 95 |
|
|
2016
Q4 | $2.01M | Sell |
47,326
-2,601
| -5% | -$111K | 0.16% | 91 |
|
|
2016
Q3 | $2.03M | Buy |
49,927
+727
| +1% | +$29.5K | 0.17% | 95 |
|
|
2016
Q2 | $2.13M | Buy |
49,200
+3,532
| +8% | +$153K | 0.19% | 90 |
|
|
2016
Q1 | $1.79M | Buy |
45,668
+5,870
| +15% | +$230K | 0.18% | 89 |
|
|
2015
Q4 | $1.37M | Buy |
+39,798
| New | +$1.37M | 0.13% | 90 |
|
|
2015
Q1 | $1.17M | Sell |
35,956
-3,184
| -8% | -$104K | 0.17% | 70 |
|
|
2014
Q4 | $1.32M | Buy |
39,140
+11,617
| +42% | +$390K | 0.19% | 64 |
|
|
2014
Q3 | $970K | Sell |
27,523
-3,566
| -11% | -$126K | 0.16% | 68 |
|
|
2014
Q2 | $1.1M | Buy |
31,089
+5,007
| +19% | +$177K | 0.17% | 61 |
|
|
2014
Q1 | $915K | Buy |
26,082
+598
| +2% | +$21K | 0.15% | 69 |
|
|
2013
Q4 | $896K | Buy |
25,484
+2,236
| +10% | +$78.6K | 0.15% | 71 |
|
|
2013
Q3 | $786K | Sell |
23,248
-3,152
| -12% | -$107K | 0.15% | 70 |
|
|
2013
Q2 | $935K | Buy |
+26,400
| New | +$935K | 0.19% | 65 |
|