Mariner Independent Advisor Network’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,830
| Closed | -$693K | – | 362 |
|
2019
Q4 | $693K | Buy |
10,830
+45
| +0.4% | +$2.88K | 0.05% | 283 |
|
2019
Q3 | $633K | Sell |
10,785
-130
| -1% | -$7.63K | 0.05% | 296 |
|
2019
Q2 | $651K | Sell |
10,915
-1,273
| -10% | -$75.9K | 0.05% | 285 |
|
2019
Q1 | $706K | Sell |
12,188
-2,027
| -14% | -$117K | 0.06% | 269 |
|
2018
Q4 | $747K | Sell |
14,215
-3,810
| -21% | -$200K | 0.07% | 253 |
|
2018
Q3 | $1.06M | Buy |
+18,025
| New | +$1.06M | 0.13% | 142 |
|