Mariner
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Mariner’s Prestige Wealth PWM Stock Holding History

Mariner’s Portfolio PWM Stock Details PWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,009
Closed -$31.5K – 3221
2023
Q4 		$31.5K Hold
15,009
– – ﹤0.01% 2976
2023
Q3 		$49.8K Buy
+15,009
New +$49.8K ﹤0.01% 2771