MIAN
Mariner Independent Advisor Network’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.03M | Buy |
73,897
+8,549
| +13% | +$351K | 0.13% | 172 |
|
|
2022
Q2 | $2.73M | Sell |
65,348
-282
| -0.4% | -$11.8K | 0.11% | 187 |
|
|
2022
Q1 | $3.15M | Buy |
65,630
+4,647
| +8% | +$223K | 0.12% | 174 |
|
|
2021
Q4 | $3.02M | Buy |
60,983
+3,215
| +6% | +$159K | 0.14% | 167 |
|
|
2021
Q3 | $2.66M | Buy |
57,768
+3,266
| +6% | +$150K | 0.13% | 177 |
|
|
2021
Q2 | $2.58M | Sell |
54,502
-1,361
| -2% | -$64.5K | 0.12% | 198 |
|
|
2021
Q1 | $2.49M | Buy |
55,863
+8,034
| +17% | +$359K | 0.13% | 164 |
|
|
2020
Q4 | $1.94M | Buy |
47,829
+912
| +2% | +$36.9K | 0.1% | 207 |
|
|
2020
Q3 | $1.6M | Buy |
46,917
+692
| +1% | +$23.6K | 0.13% | 172 |
|
|
2020
Q2 | $1.49M | Sell |
46,225
-10,618
| -19% | -$343K | 0.14% | 169 |
|
|
2020
Q1 | $1.42M | Sell |
56,843
-717
| -1% | -$17.9K | 0.13% | 169 |
|
|
2019
Q4 | $1.82M | Sell |
57,560
-219
| -0.4% | -$6.93K | 0.13% | 177 |
|
|
2019
Q3 | $1.69M | Buy |
57,779
+522
| +0.9% | +$15.3K | 0.13% | 181 |
|
|
2019
Q2 | $1.75M | Buy |
57,257
+3,193
| +6% | +$97.4K | 0.13% | 166 |
|
|
2019
Q1 | $1.64M | Sell |
54,064
-7,803
| -13% | -$236K | 0.14% | 165 |
|
|
2018
Q4 | $1.63M | Buy |
61,867
+4,286
| +7% | +$113K | 0.14% | 160 |
|
|
2018
Q3 | $1.78M | Buy |
57,581
+20,338
| +55% | +$628K | 0.22% | 101 |
|
|
2018
Q2 | $1.1M | Sell |
37,243
-5,920
| -14% | -$174K | 0.19% | 81 |
|
|
2018
Q1 | $1.24M | Sell |
43,163
-454
| -1% | -$13K | 0.08% | 195 |
|
|
2017
Q4 | $1.2M | Sell |
43,617
-7,842
| -15% | -$216K | 0.13% | 162 |
|
|
2017
Q3 | $1.35M | Sell |
51,459
-628
| -1% | -$16.4K | 0.22% | 82 |
|
|
2017
Q2 | $1.29M | Buy |
+52,087
| New | +$1.29M | 0.19% | 121 |
|
|
2017
Q1 | – | Sell |
-64,848
| Closed | -$1.5M | – | 284 |
|
|
2016
Q4 | $1.5M | Sell |
64,848
-43,266
| -40% | -$1M | 0.24% | 84 |
|
|
2016
Q3 | $2.48M | Buy |
108,114
+43,290
| +67% | +$991K | 0.35% | 73 |
|
|
2016
Q2 | $1.45M | Buy |
64,824
+17,846
| +38% | +$399K | 0.27% | 81 |
|
|
2016
Q1 | $1.02M | Buy |
+46,978
| New | +$1.02M | 0.32% | 71 |
|
|
2015
Q4 | – | Sell |
-49,726
| Closed | -$1.09M | – | 104 |
|
|
2015
Q3 | $1.09M | Buy |
49,726
+21,787
| +78% | +$478K | 0.42% | 68 |
|
|
2015
Q2 | $683K | Buy |
27,939
+13,324
| +91% | +$326K | 0.33% | 69 |
|
|
2015
Q1 | $351K | Buy |
14,615
+1,215
| +9% | +$29.2K | 0.2% | 75 |
|
|
2014
Q4 | $295K | Buy |
+13,400
| New | +$295K | 0.14% | 121 |
|