MWAC
Mariner Wealth Advisors (Cincinnati)’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $685K | Buy |
4,205
+1,039
| +33% | +$169K | 0.04% | 160 |
|
|
2018
Q2 | $449K | Sell |
3,166
-479
| -13% | -$67.9K | 0.03% | 207 |
|
|
2018
Q1 | $490K | Sell |
3,645
-64
| -2% | -$8.6K | 0.03% | 194 |
|
|
2017
Q4 | $497K | Buy |
3,709
+583
| +19% | +$78.1K | 0.03% | 183 |
|
|
2017
Q3 | $363K | Sell |
3,126
-45
| -1% | -$5.23K | 0.02% | 201 |
|
|
2017
Q2 | $345K | Sell |
3,171
-210
| -6% | -$22.8K | 0.02% | 202 |
|
|
2017
Q1 | $358K | Sell |
3,381
-84
| -2% | -$8.89K | 0.03% | 203 |
|
|
2016
Q4 | $359K | Buy |
3,465
+182
| +6% | +$18.9K | 0.03% | 191 |
|
|
2016
Q3 | $320K | Buy |
3,283
+541
| +20% | +$52.7K | 0.03% | 204 |
|
|
2016
Q2 | $239K | Buy |
2,742
+80
| +3% | +$6.97K | 0.02% | 229 |
|
|
2016
Q1 | $212K | Sell |
2,662
-26
| -1% | -$2.07K | 0.02% | 226 |
|
|
2015
Q4 | $210K | Buy |
+2,688
| New | +$210K | 0.02% | 228 |
|
|
2015
Q1 | $244K | Buy |
2,252
+14
| +0.6% | +$1.52K | 0.03% | 158 |
|
|
2014
Q4 | $267K | Buy |
2,238
+343
| +18% | +$40.9K | 0.04% | 155 |
|
|
2014
Q3 | $205K | Buy |
+1,895
| New | +$205K | 0.03% | 155 |
|