Mariner Independent Advisor Network’s Core Mark Holding Co., Inc. CORE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,746
| Closed | -$356K | – | 396 |
|
|
2020
Q1 | $356K | Sell |
13,746
-3
| -0% | -$78 | 0.03% | 307 |
|
|
2019
Q4 | $374K | Hold |
13,749
| – | – | 0.03% | 337 |
|
|
2019
Q3 | $433K | Buy |
13,749
+2,184
| +19% | +$68.8K | 0.03% | 328 |
|
|
2019
Q2 | $446K | Sell |
11,565
-1,279
| -10% | -$49.3K | 0.03% | 322 |
|
|
2019
Q1 | $487K | Hold |
12,844
| – | – | 0.04% | 302 |
|
|
2018
Q4 | $353K | Hold |
12,844
| – | – | 0.03% | 323 |
|
|
2018
Q3 | $436K | Buy |
+12,844
| New | +$436K | 0.05% | 194 |
|
|
2018
Q2 | – | Sell |
-35,688
| Closed | -$758K | – | 333 |
|
|
2018
Q1 | $758K | Buy |
35,688
+17,844
| +100% | +$379K | 0.05% | 251 |
|
|
2017
Q4 | $435K | Buy |
+17,844
| New | +$435K | 0.05% | 252 |
|