MIAN
Mariner Independent Advisor Network’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,257
| Closed | -$287K | – | 563 |
|
|
2022
Q2 | $287K | Sell |
16,257
-30
| -0.2% | -$530 | 0.01% | 519 |
|
|
2022
Q1 | $317K | Sell |
16,287
-2,059
| -11% | -$40.1K | 0.01% | 477 |
|
|
2021
Q4 | $390K | Buy |
18,346
+431
| +2% | +$9.16K | 0.02% | 414 |
|
|
2021
Q3 | $383K | Buy |
17,915
+365
| +2% | +$7.8K | 0.02% | 426 |
|
|
2021
Q2 | $378K | Buy |
17,550
+582
| +3% | +$12.5K | 0.02% | 441 |
|
|
2021
Q1 | $358K | Buy |
16,968
+3,174
| +23% | +$67K | 0.02% | 396 |
|
|
2020
Q4 | $305K | Buy |
+13,794
| New | +$305K | 0.02% | 378 |
|