MIAN
Mariner Independent Advisor Network’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.74M | Sell |
14,673
-527
| -3% | -$62.6K | 0.07% | 270 |
|
|
2022
Q2 | $2.15M | Buy |
15,200
+1,336
| +10% | +$189K | 0.09% | 232 |
|
|
2022
Q1 | $1.8M | Buy |
13,864
+1,343
| +11% | +$174K | 0.07% | 278 |
|
|
2021
Q4 | $1.69M | Buy |
12,521
+404
| +3% | +$54.4K | 0.08% | 252 |
|
|
2021
Q3 | $1.72M | Buy |
12,117
+12
| +0.1% | +$1.7K | 0.08% | 255 |
|
|
2021
Q2 | $1.77M | Buy |
+12,105
| New | +$1.77M | 0.08% | 260 |
|
|
2018
Q2 | – | Sell |
-10,569
| Closed | -$1.62M | – | 229 |
|
|
2018
Q1 | $1.62M | Buy |
10,569
+227
| +2% | +$34.8K | 0.1% | 161 |
|
|
2017
Q4 | $1.59M | Buy |
+10,342
| New | +$1.59M | 0.17% | 140 |
|
|
2017
Q3 | – | Sell |
-13,588
| Closed | -$2.09M | – | 172 |
|
|
2017
Q2 | $2.09M | Buy |
13,588
+11,989
| +750% | +$1.84M | 0.3% | 92 |
|
|
2017
Q1 | $278K | Buy |
+1,599
| New | +$278K | 0.03% | 214 |
|
|
2015
Q1 | – | Sell |
-6,345
| Closed | -$1.02M | – | 116 |
|
|
2014
Q4 | $1.02M | Buy |
6,345
+3,703
| +140% | +$594K | 0.47% | 50 |
|
|
2014
Q3 | $502K | Sell |
2,642
-435
| -14% | -$82.6K | 0.26% | 60 |
|
|
2014
Q2 | $558K | Buy |
+3,077
| New | +$558K | 0.27% | 63 |
|