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