MIAN
Mariner Independent Advisor Network’s Invesco S&P Spin-Off ETF CSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,586
| Closed | -$394K | – | 209 |
|
|
2017
Q1 | $394K | Sell |
8,586
-2,605
| -23% | -$120K | 0.05% | 179 |
|
|
2016
Q4 | $486K | Buy |
11,191
+811
| +8% | +$35.2K | 0.08% | 130 |
|
|
2016
Q3 | $445K | Buy |
+10,380
| New | +$445K | 0.06% | 137 |
|
|
2015
Q4 | – | Sell |
-10,253
| Closed | -$391K | – | 87 |
|
|
2015
Q3 | $391K | Buy |
+10,253
| New | +$391K | 0.15% | 110 |
|
|
2015
Q1 | – | Sell |
-6,705
| Closed | -$300K | – | 95 |
|
|
2014
Q4 | $300K | Sell |
6,705
-7,355
| -52% | -$329K | 0.14% | 117 |
|
|
2014
Q3 | $481K | Buy |
14,060
+7,355
| +110% | +$252K | 0.25% | 64 |
|
|
2014
Q2 | $310K | Buy |
+6,705
| New | +$310K | 0.15% | 90 |
|