MIAN
Mariner Independent Advisor Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.09M | Buy |
35,376
+12,884
| +57% | +$1.85M | 0.22% | 116 |
|
|
2022
Q2 | $3.87M | Sell |
22,492
-2,852
| -11% | -$491K | 0.16% | 145 |
|
|
2022
Q1 | $5.36M | Buy |
25,344
+4,740
| +23% | +$1M | 0.21% | 123 |
|
|
2021
Q4 | $5.26M | Sell |
20,604
-1,991
| -9% | -$508K | 0.25% | 97 |
|
|
2021
Q3 | $6.09M | Sell |
22,595
-17
| -0.1% | -$4.58K | 0.3% | 87 |
|
|
2021
Q2 | $5.52M | Buy |
22,612
+3,684
| +19% | +$900K | 0.25% | 99 |
|
|
2021
Q1 | $4.01M | Buy |
18,928
+4,133
| +28% | +$876K | 0.21% | 120 |
|
|
2020
Q4 | $3.29M | Buy |
14,795
+2,126
| +17% | +$473K | 0.18% | 142 |
|
|
2020
Q3 | $3.18M | Sell |
12,669
-375
| -3% | -$94.2K | 0.26% | 101 |
|
|
2020
Q2 | $2.51M | Sell |
13,044
-1,236
| -9% | -$238K | 0.23% | 110 |
|
|
2020
Q1 | $1.92M | Buy |
14,280
+1,214
| +9% | +$163K | 0.17% | 133 |
|
|
2019
Q4 | $2.13M | Sell |
13,066
-126
| -1% | -$20.5K | 0.15% | 151 |
|
|
2019
Q3 | $1.95M | Sell |
13,192
-999
| -7% | -$148K | 0.15% | 162 |
|
|
2019
Q2 | $2.17M | Sell |
14,191
-83
| -0.6% | -$12.7K | 0.16% | 141 |
|
|
2019
Q1 | $2.3M | Buy |
14,274
+136
| +1% | +$22K | 0.19% | 127 |
|
|
2018
Q4 | $2.08M | Buy |
+14,138
| New | +$2.08M | 0.19% | 130 |
|
|
2018
Q3 | – | Sell |
-14,157
| Closed | -$1.93M | – | 236 |
|
|
2018
Q2 | $1.93M | Buy |
+14,157
| New | +$1.93M | 0.34% | 64 |
|
|
2017
Q2 | – | Sell |
-12,686
| Closed | -$1.05M | – | 208 |
|
|
2017
Q1 | $1.05M | Buy |
+12,686
| New | +$1.05M | 0.13% | 101 |
|