MIAN
Mariner Independent Advisor Network’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.35M | Buy |
30,419
+1,149
| +4% | +$51.1K | 0.06% | 321 |
|
|
2022
Q2 | $1.41M | Sell |
29,270
-1,970
| -6% | -$94.9K | 0.06% | 308 |
|
|
2022
Q1 | $1.66M | Buy |
31,240
+1,554
| +5% | +$82.3K | 0.06% | 289 |
|
|
2021
Q4 | $1.65M | Buy |
29,686
+276
| +0.9% | +$15.4K | 0.08% | 255 |
|
|
2021
Q3 | $1.48M | Buy |
29,410
+5,929
| +25% | +$298K | 0.07% | 280 |
|
|
2021
Q2 | $1.18M | Buy |
23,481
+6,779
| +41% | +$342K | 0.05% | 319 |
|
|
2021
Q1 | $806K | Sell |
16,702
-2,389
| -13% | -$115K | 0.04% | 327 |
|
|
2020
Q4 | $856K | Buy |
19,091
+5,453
| +40% | +$245K | 0.05% | 305 |
|
|
2020
Q3 | $543K | Buy |
13,638
+2,061
| +18% | +$82.1K | 0.05% | 260 |
|
|
2020
Q2 | $436K | Sell |
11,577
-5,568
| -32% | -$210K | 0.04% | 272 |
|
|
2020
Q1 | $540K | Buy |
17,145
+5,052
| +42% | +$159K | 0.05% | 273 |
|
|
2019
Q4 | $510K | Buy |
+12,093
| New | +$510K | 0.04% | 309 |
|
|
2019
Q3 | – | Sell |
-28,289
| Closed | -$1.09M | – | 378 |
|
|
2019
Q2 | $1.09M | Buy |
28,289
+465
| +2% | +$17.8K | 0.08% | 226 |
|
|
2019
Q1 | $1.03M | Buy |
27,824
+1,471
| +6% | +$54.5K | 0.09% | 229 |
|
|
2018
Q4 | $893K | Buy |
26,353
+1,395
| +6% | +$47.3K | 0.08% | 238 |
|
|
2018
Q3 | $924K | Buy |
+24,958
| New | +$924K | 0.12% | 151 |
|
|
2018
Q2 | – | Sell |
-54,129
| Closed | -$1.83M | – | 178 |
|
|
2018
Q1 | $1.83M | Buy |
54,129
+2,495
| +5% | +$84.5K | 0.11% | 148 |
|
|
2017
Q4 | $1.8M | Sell |
51,634
-22,266
| -30% | -$774K | 0.19% | 124 |
|
|
2017
Q3 | $2.4M | Buy |
73,900
+22,759
| +45% | +$739K | 0.39% | 63 |
|
|
2017
Q2 | $1.6M | Buy |
+51,141
| New | +$1.6M | 0.23% | 104 |
|
|
2017
Q1 | – | Sell |
-59,497
| Closed | -$1.72M | – | 267 |
|
|
2016
Q4 | $1.72M | Buy |
59,497
+10,330
| +21% | +$298K | 0.28% | 81 |
|
|
2016
Q3 | $1.36M | Buy |
+49,167
| New | +$1.36M | 0.19% | 93 |
|
|
2016
Q2 | – | Sell |
-25,229
| Closed | -$668K | – | 143 |
|
|
2016
Q1 | $668K | Buy |
+25,229
| New | +$668K | 0.21% | 88 |
|
|
2015
Q4 | – | Sell |
-30,140
| Closed | -$731K | – | 89 |
|
|
2015
Q3 | $731K | Sell |
30,140
-26,604
| -47% | -$645K | 0.28% | 85 |
|
|
2015
Q2 | $1.47M | Buy |
56,744
+1,823
| +3% | +$47.1K | 0.72% | 47 |
|
|
2015
Q1 | $1.44M | Sell |
54,921
-16,067
| -23% | -$423K | 0.81% | 37 |
|
|
2014
Q4 | $1.88M | Buy |
+70,988
| New | +$1.88M | 0.87% | 28 |
|