MWAC
Mariner Wealth Advisors (Cincinnati)’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $7M | Buy |
77,436
+4,505
| +6% | +$407K | 0.39% | 68 |
|
|
2018
Q2 | $5.93M | Sell |
72,931
-693
| -0.9% | -$56.4K | 0.35% | 70 |
|
|
2018
Q1 | $6.19M | Sell |
73,624
-630
| -0.8% | -$53K | 0.38% | 64 |
|
|
2017
Q4 | $6.41M | Buy |
74,254
+580
| +0.8% | +$50.1K | 0.39% | 63 |
|
|
2017
Q3 | $5.77M | Buy |
73,674
+1,059
| +1% | +$82.9K | 0.37% | 64 |
|
|
2017
Q2 | $5.33M | Buy |
72,615
+3,342
| +5% | +$245K | 0.37% | 64 |
|
|
2017
Q1 | $5.05M | Sell |
69,273
-10,895
| -14% | -$794K | 0.36% | 65 |
|
|
2016
Q4 | $5.69M | Buy |
80,168
+1,915
| +2% | +$136K | 0.44% | 63 |
|
|
2016
Q3 | $4.99M | Buy |
78,253
+1,730
| +2% | +$110K | 0.43% | 63 |
|
|
2016
Q2 | $5.07M | Buy |
76,523
+2,712
| +4% | +$180K | 0.45% | 62 |
|
|
2016
Q1 | $4.36M | Buy |
73,811
+823
| +1% | +$48.6K | 0.43% | 60 |
|
|
2015
Q4 | $3.9M | Buy |
+72,988
| New | +$3.9M | 0.38% | 60 |
|
|
2015
Q1 | $3.24M | Buy |
59,652
+1,751
| +3% | +$95K | 0.45% | 48 |
|
|
2014
Q4 | $2.97M | Buy |
57,901
+3,041
| +6% | +$156K | 0.43% | 47 |
|
|
2014
Q3 | $2.61M | Buy |
54,860
+1,045
| +2% | +$49.7K | 0.42% | 47 |
|
|
2014
Q2 | $2.41M | Buy |
53,815
+4,647
| +9% | +$208K | 0.38% | 48 |
|
|
2014
Q1 | $2.07M | Sell |
49,168
-338
| -0.7% | -$14.2K | 0.34% | 52 |
|
|
2013
Q4 | $2.22M | Sell |
49,506
-1,074
| -2% | -$48.2K | 0.37% | 52 |
|
|
2013
Q3 | $2.09M | Sell |
50,580
-739
| -1% | -$30.5K | 0.39% | 51 |
|
|
2013
Q2 | $2.07M | Buy |
+51,319
| New | +$2.07M | 0.41% | 52 |
|