MWAC
Mariner Wealth Advisors (Cincinnati)’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $217K | Sell |
1,676
-534
| -24% | -$69.1K | 0.01% | 274 |
|
|
2018
Q2 | $270K | Buy |
2,210
+504
| +30% | +$61.6K | 0.02% | 257 |
|
|
2018
Q1 | $237K | Sell |
1,706
-224
| -12% | -$31.1K | 0.01% | 256 |
|
|
2017
Q4 | $262K | Sell |
1,930
-819
| -30% | -$111K | 0.02% | 243 |
|
|
2017
Q3 | $337K | Buy |
2,749
+254
| +10% | +$31.1K | 0.02% | 207 |
|
|
2017
Q2 | $316K | Buy |
2,495
+719
| +40% | +$91.1K | 0.02% | 211 |
|
|
2017
Q1 | $214K | Sell |
1,776
-208
| -10% | -$25.1K | 0.02% | 239 |
|
|
2016
Q4 | $243K | Buy |
+1,984
| New | +$243K | 0.02% | 220 |
|