MWAC
XIFR
Mariner Wealth Advisors (Cincinnati)’s XPLR Infrastructure, LP XIFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $730K | Sell |
15,050
-125
| -0.8% | -$6.06K | 0.04% | 152 |
|
|
2018
Q2 | $708K | Buy |
15,175
+5,275
| +53% | +$246K | 0.04% | 154 |
|
|
2018
Q1 | $396K | Buy |
9,900
+3,650
| +58% | +$146K | 0.02% | 213 |
|
|
2017
Q4 | $269K | Buy |
6,250
+500
| +9% | +$21.5K | 0.02% | 240 |
|
|
2017
Q3 | $232K | Hold |
5,750
| – | – | 0.02% | 247 |
|
|
2017
Q2 | $213K | Buy |
+5,750
| New | +$213K | 0.01% | 243 |
|