MIAN
Mariner Independent Advisor Network’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19.4M | Sell |
109,044
-3,614
| -3% | -$642K | 0.83% | 19 |
|
|
2022
Q2 | $22.7M | Sell |
112,658
-9,772
| -8% | -$1.97M | 0.96% | 16 |
|
|
2022
Q1 | $27.5M | Buy |
122,430
+90,649
| +285% | +$20.3M | 1.06% | 15 |
|
|
2021
Q4 | $7M | Sell |
31,781
-3,401
| -10% | -$749K | 0.33% | 71 |
|
|
2021
Q3 | $7.86M | Sell |
35,182
-199
| -0.6% | -$44.4K | 0.38% | 57 |
|
|
2021
Q2 | $8.27M | Sell |
35,381
-939
| -3% | -$220K | 0.38% | 59 |
|
|
2021
Q1 | $7.69M | Sell |
36,320
-4,016
| -10% | -$850K | 0.4% | 53 |
|
|
2020
Q4 | $8.82M | Sell |
40,336
-1,263
| -3% | -$276K | 0.47% | 40 |
|
|
2020
Q3 | $8.32M | Sell |
41,599
-9,307
| -18% | -$1.86M | 0.69% | 30 |
|
|
2020
Q2 | $9.91M | Sell |
50,906
-2,875
| -5% | -$560K | 0.91% | 23 |
|
|
2020
Q1 | $8.28M | Sell |
53,781
-5,662
| -10% | -$872K | 0.75% | 27 |
|
|
2019
Q4 | $11.2M | Sell |
59,443
-391
| -0.7% | -$73.7K | 0.81% | 23 |
|
|
2019
Q3 | $10.4M | Buy |
59,834
+17,206
| +40% | +$2.99M | 0.79% | 24 |
|
|
2019
Q2 | $7.39M | Buy |
42,628
+3,391
| +9% | +$588K | 0.56% | 42 |
|
|
2019
Q1 | $6.17M | Buy |
39,237
+2,582
| +7% | +$406K | 0.52% | 44 |
|
|
2018
Q4 | $5.05M | Buy |
36,655
+3,683
| +11% | +$507K | 0.45% | 52 |
|
|
2018
Q3 | $4.95M | Buy |
+32,972
| New | +$4.95M | 0.62% | 43 |
|
|
2018
Q2 | – | Sell |
-82,139
| Closed | -$9.83M | – | 300 |
|
|
2018
Q1 | $9.83M | Buy |
82,139
+51,562
| +169% | +$6.17M | 0.6% | 39 |
|
|
2017
Q4 | $3.49M | Buy |
+30,577
| New | +$3.49M | 0.36% | 73 |
|
|
2017
Q3 | – | Sell |
-50,177
| Closed | -$4.71M | – | 193 |
|
|
2017
Q2 | $4.71M | Buy |
+50,177
| New | +$4.71M | 0.67% | 41 |
|
|
2016
Q4 | – | Sell |
-54,434
| Closed | -$4.5M | – | 204 |
|
|
2016
Q3 | $4.5M | Buy |
+54,434
| New | +$4.5M | 0.64% | 44 |
|
|
2016
Q2 | – | Sell |
-25,100
| Closed | -$1.2M | – | 163 |
|
|
2016
Q1 | $1.2M | Buy |
25,100
+3,177
| +14% | +$152K | 0.38% | 65 |
|
|
2015
Q4 | $1.7M | Buy |
21,923
+3,709
| +20% | +$288K | 1.14% | 25 |
|
|
2015
Q3 | $1.27M | Buy |
18,214
+2,497
| +16% | +$174K | 0.49% | 61 |
|
|
2015
Q2 | $1.06M | Buy |
15,717
+2,646
| +20% | +$178K | 0.52% | 57 |
|
|
2015
Q1 | $855K | Buy |
+13,071
| New | +$855K | 0.48% | 54 |
|