MWAC
Mariner Wealth Advisors (Cincinnati)’s Uranium Energy UEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,601
| Closed | -$25K | – | 310 |
|
|
2018
Q2 | $25K | Buy |
+15,601
| New | +$25K | ﹤0.01% | 294 |
|
|
2018
Q1 | – | Sell |
-11,025
| Closed | -$20K | – | 289 |
|
|
2017
Q4 | $20K | Sell |
11,025
-14,025
| -56% | -$25.4K | ﹤0.01% | 274 |
|
|
2017
Q3 | $35K | Sell |
25,050
-750
| -3% | -$1.05K | ﹤0.01% | 273 |
|
|
2017
Q2 | $41K | Hold |
25,800
| – | – | ﹤0.01% | 252 |
|
|
2017
Q1 | $37K | Hold |
25,800
| – | – | ﹤0.01% | 243 |
|
|
2016
Q4 | $29K | Sell |
25,800
-19,500
| -43% | -$21.9K | ﹤0.01% | 237 |
|
|
2016
Q3 | $45K | Hold |
45,300
| – | – | ﹤0.01% | 248 |
|
|
2016
Q2 | $40K | Hold |
45,300
| – | – | ﹤0.01% | 247 |
|
|
2016
Q1 | $34K | Buy |
45,300
+20,800
| +85% | +$15.6K | ﹤0.01% | 238 |
|
|
2015
Q4 | $26K | Buy |
+24,500
| New | +$26K | ﹤0.01% | 242 |
|