MWAC
Mariner Wealth Advisors (Cincinnati)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.75M | Buy |
138,991
+6,903
| +5% | +$335K | 0.37% | 70 |
|
|
2018
Q2 | $6.66M | Sell |
132,088
-3,749
| -3% | -$189K | 0.39% | 62 |
|
|
2018
Q1 | $7.07M | Sell |
135,837
-5,201
| -4% | -$271K | 0.43% | 55 |
|
|
2017
Q4 | $7.01M | Sell |
141,038
-494
| -0.3% | -$24.6K | 0.42% | 58 |
|
|
2017
Q3 | $6.64M | Sell |
141,532
-30,399
| -18% | -$1.43M | 0.43% | 61 |
|
|
2017
Q2 | $7.81M | Buy |
171,931
+3,388
| +2% | +$154K | 0.54% | 57 |
|
|
2017
Q1 | $7.53M | Buy |
168,543
+6,299
| +4% | +$282K | 0.54% | 57 |
|
|
2016
Q4 | $7.63M | Buy |
162,244
+1,185
| +0.7% | +$55.7K | 0.59% | 56 |
|
|
2016
Q3 | $6.08M | Buy |
161,059
+10,721
| +7% | +$404K | 0.52% | 60 |
|
|
2016
Q2 | $5.35M | Buy |
150,338
+62,163
| +70% | +$2.21M | 0.48% | 61 |
|
|
2016
Q1 | $2.93M | Buy |
88,175
+65,036
| +281% | +$2.16M | 0.29% | 72 |
|
|
2015
Q4 | $875K | Buy |
+23,139
| New | +$875K | 0.09% | 116 |
|