MWAC
Mariner Wealth Advisors (Cincinnati)’s Expro XPRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,348
| Closed | -$177K | – | 255 |
|
|
2016
Q4 | $177K | Sell |
14,348
-1,440
| -9% | -$17.8K | 0.01% | 235 |
|
|
2016
Q3 | $205K | Sell |
15,788
-12,765
| -45% | -$166K | 0.02% | 243 |
|
|
2016
Q2 | $417K | Sell |
28,553
-7,126
| -20% | -$104K | 0.04% | 174 |
|
|
2016
Q1 | $588K | Buy |
35,679
+1,598
| +5% | +$26.3K | 0.06% | 138 |
|
|
2015
Q4 | $569K | Buy |
+34,081
| New | +$569K | 0.06% | 138 |
|
|
2015
Q1 | $670K | Buy |
35,803
+6,269
| +21% | +$117K | 0.09% | 93 |
|
|
2014
Q4 | $491K | Buy |
29,534
+16,289
| +123% | +$271K | 0.07% | 106 |
|
|
2014
Q3 | $248K | Buy |
+13,245
| New | +$248K | 0.04% | 146 |
|