MIAN
Mariner Independent Advisor Network’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.52M | Sell |
22,674
-1,188
| -5% | -$79.5K | 0.07% | 299 |
|
|
2022
Q2 | $1.77M | Buy |
23,862
+318
| +1% | +$23.5K | 0.07% | 273 |
|
|
2022
Q1 | $2.04M | Buy |
23,544
+2,126
| +10% | +$184K | 0.08% | 254 |
|
|
2021
Q4 | $2M | Buy |
21,418
+4,052
| +23% | +$378K | 0.09% | 221 |
|
|
2021
Q3 | $1.45M | Sell |
17,366
-31,682
| -65% | -$2.64M | 0.07% | 282 |
|
|
2021
Q2 | $4.06M | Buy |
49,048
+1,783
| +4% | +$148K | 0.18% | 139 |
|
|
2021
Q1 | $3.61M | Buy |
47,265
+1,802
| +4% | +$138K | 0.19% | 128 |
|
|
2020
Q4 | $3.25M | Buy |
45,463
+26,308
| +137% | +$1.88M | 0.17% | 144 |
|
|
2020
Q3 | $2.45M | Buy |
19,155
+2,144
| +13% | +$274K | 0.2% | 129 |
|
|
2020
Q2 | $2.03M | Buy |
17,011
+2,458
| +17% | +$293K | 0.19% | 132 |
|
|
2020
Q1 | $1.36M | Buy |
14,553
+1,949
| +15% | +$182K | 0.12% | 173 |
|
|
2019
Q4 | $1.51M | Sell |
12,604
-1,125
| -8% | -$135K | 0.11% | 206 |
|
|
2019
Q3 | $1.5M | Buy |
13,729
+307
| +2% | +$33.6K | 0.11% | 197 |
|
|
2019
Q2 | $1.48M | Buy |
13,422
+1,159
| +9% | +$127K | 0.11% | 194 |
|
|
2019
Q1 | $1.31M | Buy |
12,263
+1,320
| +12% | +$141K | 0.11% | 201 |
|
|
2018
Q4 | $1.06M | Buy |
+10,943
| New | +$1.06M | 0.09% | 221 |
|