MIAN
Mariner Independent Advisor Network’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.93M | Sell |
207,359
-746
| -0.4% | -$17.7K | 0.21% | 121 |
|
|
2022
Q2 | $5.11M | Buy |
208,105
+153,040
| +278% | +$3.76M | 0.22% | 114 |
|
|
2022
Q1 | $1.43M | Buy |
55,065
+18,961
| +53% | +$492K | 0.05% | 312 |
|
|
2021
Q4 | $815K | Sell |
36,104
-12,240
| -25% | -$276K | 0.04% | 355 |
|
|
2021
Q3 | $1.05M | Buy |
48,344
+5,107
| +12% | +$111K | 0.05% | 324 |
|
|
2021
Q2 | $1.04M | Buy |
43,237
+23,642
| +121% | +$570K | 0.05% | 333 |
|
|
2021
Q1 | $431K | Buy |
19,595
+8,336
| +74% | +$183K | 0.02% | 377 |
|
|
2020
Q4 | $221K | Buy |
+11,259
| New | +$221K | 0.01% | 400 |
|
|
2020
Q3 | – | Sell |
-12,044
| Closed | -$216K | – | 313 |
|
|
2020
Q2 | $216K | Sell |
12,044
-10,072
| -46% | -$181K | 0.02% | 313 |
|
|
2020
Q1 | $305K | Buy |
22,116
+2,396
| +12% | +$33K | 0.03% | 325 |
|
|
2019
Q4 | $555K | Buy |
19,720
+974
| +5% | +$27.4K | 0.04% | 303 |
|
|
2019
Q3 | $535K | Sell |
18,746
-3,106
| -14% | -$88.6K | 0.04% | 311 |
|
|
2019
Q2 | $633K | Buy |
21,852
+2,244
| +11% | +$65K | 0.05% | 291 |
|
|
2019
Q1 | $573K | Buy |
19,608
+233
| +1% | +$6.81K | 0.05% | 290 |
|
|
2018
Q4 | $515K | Buy |
19,375
+5,502
| +40% | +$146K | 0.05% | 291 |
|
|
2018
Q3 | $392K | Buy |
+13,873
| New | +$392K | 0.05% | 201 |
|
|
2018
Q2 | – | Sell |
-65,871
| Closed | -$1.61M | – | 193 |
|
|
2018
Q1 | $1.61M | Buy |
65,871
+1,040
| +2% | +$25.5K | 0.1% | 164 |
|
|
2017
Q4 | $1.72M | Buy |
+64,831
| New | +$1.72M | 0.18% | 130 |
|
|
2017
Q1 | – | Sell |
-12,440
| Closed | -$336K | – | 275 |
|
|
2016
Q4 | $336K | Sell |
12,440
-1,040
| -8% | -$28.1K | 0.05% | 145 |
|
|
2016
Q3 | $372K | Buy |
+13,480
| New | +$372K | 0.05% | 146 |
|
|
2015
Q4 | – | Sell |
-12,061
| Closed | -$300K | – | 97 |
|
|
2015
Q3 | $300K | Buy |
+12,061
| New | +$300K | 0.12% | 117 |
|
|
2015
Q1 | – | Sell |
-8,090
| Closed | -$292K | – | 102 |
|
|
2014
Q4 | $292K | Buy |
8,090
+2,940
| +57% | +$106K | 0.14% | 125 |
|
|
2014
Q3 | $208K | Buy |
5,150
+2,575
| +100% | +$104K | 0.11% | 128 |
|
|
2014
Q2 | $202K | Buy |
+2,575
| New | +$202K | 0.1% | 131 |
|