MIAN
Mariner Independent Advisor Network’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.61M | Buy |
25,099
+546
| +2% | +$35.1K | 0.07% | 284 |
|
|
2022
Q2 | $2.01M | Buy |
24,553
+477
| +2% | +$39K | 0.08% | 248 |
|
|
2022
Q1 | $2.34M | Buy |
24,076
+9,705
| +68% | +$942K | 0.09% | 227 |
|
|
2021
Q4 | $1.23M | Sell |
14,371
-10,161
| -41% | -$870K | 0.06% | 304 |
|
|
2021
Q3 | $2.02M | Buy |
24,532
+578
| +2% | +$47.6K | 0.1% | 225 |
|
|
2021
Q2 | $1.99M | Buy |
23,954
+1,218
| +5% | +$101K | 0.09% | 238 |
|
|
2021
Q1 | $1.63M | Sell |
22,736
-147
| -0.6% | -$10.5K | 0.09% | 237 |
|
|
2020
Q4 | $1.48M | Buy |
22,883
+1,206
| +6% | +$77.9K | 0.08% | 244 |
|
|
2020
Q3 | $1.19M | Buy |
21,677
+579
| +3% | +$31.9K | 0.1% | 196 |
|
|
2020
Q2 | $1.14M | Sell |
21,098
-22,786
| -52% | -$1.23M | 0.1% | 199 |
|
|
2020
Q1 | $1.78M | Sell |
43,884
-1,215
| -3% | -$49.4K | 0.16% | 145 |
|
|
2019
Q4 | $3.69M | Sell |
45,099
-424
| -0.9% | -$34.7K | 0.27% | 91 |
|
|
2019
Q3 | $4.07M | Sell |
45,523
-803
| -2% | -$71.8K | 0.31% | 85 |
|
|
2019
Q2 | $3.77M | Buy |
46,326
+849
| +2% | +$69.1K | 0.28% | 90 |
|
|
2019
Q1 | $3.48M | Buy |
45,477
+419
| +0.9% | +$32.1K | 0.29% | 85 |
|
|
2018
Q4 | $3.21M | Sell |
45,058
-660
| -1% | -$47K | 0.29% | 89 |
|
|
2018
Q3 | $2.94M | Buy |
+45,718
| New | +$2.94M | 0.37% | 61 |
|
|
2018
Q2 | – | Sell |
-16,855
| Closed | -$917K | – | 312 |
|
|
2018
Q1 | $917K | Buy |
16,855
+51
| +0.3% | +$2.78K | 0.06% | 228 |
|
|
2017
Q4 | $1.02M | Buy |
+16,804
| New | +$1.02M | 0.11% | 180 |
|
|
2017
Q1 | – | Sell |
-51,710
| Closed | -$3.46M | – | 356 |
|
|
2016
Q4 | $3.46M | Buy |
51,710
+2,407
| +5% | +$161K | 0.56% | 51 |
|
|
2016
Q3 | $3.69M | Buy |
49,303
+1,804
| +4% | +$135K | 0.53% | 56 |
|
|
2016
Q2 | $3.62M | Buy |
+47,499
| New | +$3.62M | 0.68% | 48 |
|
|
2015
Q3 | – | Sell |
-12,598
| Closed | -$827K | – | 139 |
|
|
2015
Q2 | $827K | Buy |
12,598
+2,024
| +19% | +$133K | 0.4% | 63 |
|
|
2015
Q1 | $818K | Sell |
10,574
-2,787
| -21% | -$216K | 0.46% | 55 |
|
|
2014
Q4 | $1.01M | Buy |
13,361
+4,620
| +53% | +$350K | 0.47% | 51 |
|
|
2014
Q3 | $545K | Buy |
+8,741
| New | +$545K | 0.28% | 54 |
|