MIAN
Mariner Independent Advisor Network’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.16M | Sell |
104,480
-1,875
| -2% | -$56.6K | 0.14% | 166 |
|
|
2022
Q2 | $3.36M | Buy |
106,355
+2,869
| +3% | +$90.6K | 0.14% | 165 |
|
|
2022
Q1 | $4.23M | Buy |
103,486
+18,729
| +22% | +$766K | 0.16% | 144 |
|
|
2021
Q4 | $3.87M | Buy |
+84,757
| New | +$3.87M | 0.18% | 127 |
|
|
2021
Q3 | – | Sell |
-83,122
| Closed | -$3.43M | – | 472 |
|
|
2021
Q2 | $3.43M | Buy |
83,122
+16,992
| +26% | +$701K | 0.16% | 161 |
|
|
2021
Q1 | $2.56M | Sell |
66,130
-3,291
| -5% | -$127K | 0.13% | 161 |
|
|
2020
Q4 | $2.1M | Buy |
69,421
+10,204
| +17% | +$309K | 0.11% | 193 |
|
|
2020
Q3 | $1.43M | Sell |
59,217
-9,228
| -13% | -$222K | 0.12% | 180 |
|
|
2020
Q2 | $1.6M | Sell |
68,445
-16,127
| -19% | -$377K | 0.15% | 161 |
|
|
2020
Q1 | $1.72M | Buy |
84,572
+7,918
| +10% | +$161K | 0.16% | 152 |
|
|
2019
Q4 | $2.71M | Buy |
76,654
+689
| +0.9% | +$24.3K | 0.2% | 118 |
|
|
2019
Q3 | $2.18M | Sell |
75,965
-7,661
| -9% | -$220K | 0.17% | 136 |
|
|
2019
Q2 | $2.45M | Sell |
83,626
-43,119
| -34% | -$1.26M | 0.18% | 131 |
|
|
2019
Q1 | $3.6M | Sell |
126,745
-77,985
| -38% | -$2.22M | 0.3% | 84 |
|
|
2018
Q4 | $5.27M | Sell |
204,730
-1,897
| -0.9% | -$48.8K | 0.47% | 49 |
|
|
2018
Q3 | $6.09M | Buy |
206,627
+173,403
| +522% | +$5.11M | 0.76% | 34 |
|
|
2018
Q2 | $936K | Sell |
33,224
-449,024
| -93% | -$12.7M | 0.17% | 89 |
|
|
2018
Q1 | $14.5M | Buy |
482,248
+215,314
| +81% | +$6.46M | 0.89% | 28 |
|
|
2017
Q4 | $7.88M | Sell |
266,934
-29,108
| -10% | -$859K | 0.82% | 26 |
|
|
2017
Q3 | $7.5M | Buy |
296,042
+8,141
| +3% | +$206K | 1.22% | 22 |
|
|
2017
Q2 | $6.98M | Buy |
+287,901
| New | +$6.98M | 1% | 27 |
|
|
2017
Q1 | – | Sell |
-190,747
| Closed | -$4.22M | – | 259 |
|
|
2016
Q4 | $4.22M | Buy |
190,747
+84,689
| +80% | +$1.87M | 0.68% | 46 |
|
|
2016
Q3 | $1.66M | Buy |
106,058
+7,326
| +7% | +$115K | 0.24% | 90 |
|
|
2016
Q2 | $1.31M | Buy |
+98,732
| New | +$1.31M | 0.25% | 86 |
|
|
2015
Q4 | – | Sell |
-26,110
| Closed | -$407K | – | 77 |
|
|
2015
Q3 | $407K | Buy |
26,110
+4,621
| +22% | +$72K | 0.16% | 107 |
|
|
2015
Q2 | $366K | Buy |
21,489
+152
| +0.7% | +$2.59K | 0.18% | 85 |
|
|
2015
Q1 | $328K | Sell |
21,337
-2,022
| -9% | -$31.1K | 0.18% | 76 |
|
|
2014
Q4 | $418K | Buy |
23,359
+6,313
| +37% | +$113K | 0.19% | 97 |
|
|
2014
Q3 | $291K | Buy |
17,046
+4,318
| +34% | +$73.6K | 0.15% | 88 |
|
|
2014
Q2 | $196K | Buy |
+12,728
| New | +$196K | 0.1% | 132 |
|