MIAN
Mariner Independent Advisor Network’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.95M | Buy |
27,998
+3,000
| +12% | +$209K | 0.08% | 239 |
|
|
2022
Q2 | $2.04M | Buy |
24,998
+1,720
| +7% | +$141K | 0.09% | 241 |
|
|
2022
Q1 | $1.88M | Buy |
23,278
+527
| +2% | +$42.7K | 0.07% | 271 |
|
|
2021
Q4 | $1.85M | Sell |
22,751
-1,202
| -5% | -$98K | 0.09% | 238 |
|
|
2021
Q3 | $1.75M | Buy |
23,953
+1,007
| +4% | +$73.6K | 0.09% | 249 |
|
|
2021
Q2 | $1.71M | Buy |
22,946
+1,181
| +5% | +$88.1K | 0.08% | 265 |
|
|
2021
Q1 | $1.54M | Buy |
21,765
+2,671
| +14% | +$189K | 0.08% | 244 |
|
|
2020
Q4 | $1.35M | Buy |
19,094
+7,187
| +60% | +$507K | 0.07% | 254 |
|
|
2020
Q3 | $776K | Sell |
11,907
-1,334
| -10% | -$86.9K | 0.06% | 236 |
|
|
2020
Q2 | $910K | Sell |
13,241
-1,110
| -8% | -$76.3K | 0.08% | 219 |
|
|
2020
Q1 | $798K | Sell |
14,351
-1,782
| -11% | -$99.1K | 0.07% | 234 |
|
|
2019
Q4 | $1.29M | Buy |
16,133
+1,015
| +7% | +$81K | 0.09% | 225 |
|
|
2019
Q3 | $1.36M | Sell |
15,118
-3,130
| -17% | -$282K | 0.1% | 211 |
|
|
2019
Q2 | $1.46M | Buy |
18,248
+1,216
| +7% | +$97.4K | 0.11% | 196 |
|
|
2019
Q1 | $1.33M | Sell |
17,032
-331
| -2% | -$25.8K | 0.11% | 198 |
|
|
2018
Q4 | $1.16M | Buy |
+17,363
| New | +$1.16M | 0.1% | 213 |
|
|
2018
Q2 | – | Sell |
-40,399
| Closed | -$2.5M | – | 313 |
|
|
2018
Q1 | $2.5M | Buy |
40,399
+18,102
| +81% | +$1.12M | 0.15% | 120 |
|
|
2017
Q4 | $1.46M | Buy |
+22,297
| New | +$1.46M | 0.15% | 146 |
|
|
2016
Q2 | – | Sell |
-19,336
| Closed | -$1.2M | – | 171 |
|
|
2016
Q1 | $1.2M | Buy |
+19,336
| New | +$1.2M | 0.38% | 66 |
|