MIAN
Mariner Independent Advisor Network’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.66M | Buy |
97,665
+2,759
| +3% | +$132K | 0.2% | 128 |
|
|
2022
Q2 | $4.83M | Buy |
+94,906
| New | +$4.83M | 0.2% | 121 |
|
|
2020
Q1 | – | Sell |
-11,857
| Closed | -$506K | – | 368 |
|
|
2019
Q4 | $506K | Sell |
11,857
-8,880
| -43% | -$379K | 0.04% | 311 |
|
|
2019
Q3 | $808K | Buy |
20,737
+3,760
| +22% | +$147K | 0.06% | 265 |
|
|
2019
Q2 | $666K | Buy |
+16,977
| New | +$666K | 0.05% | 283 |
|