MWAC
Mariner Wealth Advisors (Cincinnati)’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.51M | Sell |
30,020
-185
| -0.6% | -$21.6K | 0.19% | 87 |
|
|
2018
Q2 | $3.21M | Sell |
30,205
-263
| -0.9% | -$27.9K | 0.19% | 83 |
|
|
2018
Q1 | $3.19M | Buy |
30,468
+21,842
| +253% | +$2.29M | 0.2% | 80 |
|
|
2017
Q4 | $1.03M | Buy |
8,626
+426
| +5% | +$50.8K | 0.06% | 126 |
|
|
2017
Q3 | $985K | Sell |
8,200
-1,222
| -13% | -$147K | 0.06% | 126 |
|
|
2017
Q2 | $1.04M | Sell |
9,422
-37,180
| -80% | -$4.11M | 0.07% | 123 |
|
|
2017
Q1 | $5M | Buy |
46,602
+1,877
| +4% | +$201K | 0.36% | 66 |
|
|
2016
Q4 | $5.13M | Buy |
44,725
+2,652
| +6% | +$304K | 0.4% | 65 |
|
|
2016
Q3 | $4.6M | Buy |
42,073
+3,882
| +10% | +$425K | 0.39% | 66 |
|
|
2016
Q2 | $4.11M | Buy |
38,191
+2,208
| +6% | +$238K | 0.37% | 68 |
|
|
2016
Q1 | $3.8M | Buy |
35,983
+1,014
| +3% | +$107K | 0.37% | 64 |
|
|
2015
Q4 | $3.37M | Buy |
+34,969
| New | +$3.37M | 0.33% | 65 |
|
|
2015
Q1 | $2.29M | Buy |
23,587
+7,650
| +48% | +$742K | 0.32% | 53 |
|
|
2014
Q4 | $1.77M | Buy |
15,937
+3,904
| +32% | +$434K | 0.26% | 54 |
|
|
2014
Q3 | $1.18M | Buy |
12,033
+3,235
| +37% | +$318K | 0.19% | 62 |
|
|
2014
Q2 | $903K | Buy |
8,798
+3,195
| +57% | +$328K | 0.14% | 69 |
|
|
2014
Q1 | $546K | Buy |
5,603
+1,058
| +23% | +$103K | 0.09% | 85 |
|
|
2013
Q4 | $478K | Buy |
4,545
+200
| +5% | +$21K | 0.08% | 94 |
|
|
2013
Q3 | $397K | Buy |
4,345
+835
| +24% | +$76.3K | 0.07% | 90 |
|
|
2013
Q2 | $304K | Buy |
+3,510
| New | +$304K | 0.06% | 97 |
|