MIAN
Mariner Independent Advisor Network’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $630K | Sell |
13,189
-70
| -0.5% | -$3.34K | 0.03% | 436 |
|
|
2022
Q2 | $656K | Sell |
13,259
-1,087
| -8% | -$53.8K | 0.03% | 438 |
|
|
2022
Q1 | $841K | Buy |
+14,346
| New | +$841K | 0.03% | 384 |
|
|
2020
Q3 | – | Sell |
-40,128
| Closed | -$1.31M | – | 324 |
|
|
2020
Q2 | $1.31M | Buy |
+40,128
| New | +$1.31M | 0.12% | 185 |
|
|
2020
Q1 | – | Sell |
-10,279
| Closed | -$525K | – | 378 |
|
|
2019
Q4 | $525K | Sell |
10,279
-1,882
| -15% | -$96.1K | 0.04% | 308 |
|
|
2019
Q3 | $562K | Sell |
12,161
-2,158
| -15% | -$99.7K | 0.04% | 309 |
|
|
2019
Q2 | $659K | Sell |
14,319
-1,239
| -8% | -$57K | 0.05% | 284 |
|
|
2019
Q1 | $682K | Sell |
15,558
-7,302
| -32% | -$320K | 0.06% | 271 |
|
|
2018
Q4 | $942K | Sell |
22,860
-908
| -4% | -$37.4K | 0.08% | 230 |
|
|
2018
Q3 | $1.16M | Buy |
23,768
+3,650
| +18% | +$179K | 0.15% | 138 |
|
|
2018
Q2 | $989K | Sell |
20,118
-8,114
| -29% | -$399K | 0.18% | 88 |
|
|
2018
Q1 | $1.42M | Buy |
28,232
+4,577
| +19% | +$231K | 0.09% | 183 |
|
|
2017
Q4 | $1.17M | Sell |
23,655
-1,714
| -7% | -$84.5K | 0.12% | 167 |
|
|
2017
Q3 | $1.2M | Sell |
25,369
-3,192
| -11% | -$151K | 0.19% | 90 |
|
|
2017
Q2 | $1.3M | Buy |
28,561
+23,650
| +482% | +$1.08M | 0.19% | 120 |
|
|
2017
Q1 | $220K | Sell |
4,911
-14,747
| -75% | -$661K | 0.03% | 239 |
|
|
2016
Q4 | $892K | Sell |
19,658
-3,330
| -14% | -$151K | 0.14% | 105 |
|
|
2016
Q3 | $808K | Buy |
+22,988
| New | +$808K | 0.12% | 118 |
|
|
2015
Q4 | – | Sell |
-11,357
| Closed | -$383K | – | 114 |
|
|
2015
Q3 | $383K | Buy |
+11,357
| New | +$383K | 0.15% | 111 |
|
|
2015
Q2 | – | Sell |
-10,679
| Closed | -$372K | – | 100 |
|
|
2015
Q1 | $372K | Sell |
10,679
-63
| -0.6% | -$2.2K | 0.21% | 72 |
|
|
2014
Q4 | $375K | Sell |
10,742
-94
| -0.9% | -$3.29K | 0.17% | 102 |
|
|
2014
Q3 | $359K | Sell |
10,836
-100
| -0.9% | -$3.31K | 0.19% | 80 |
|
|
2014
Q2 | $379K | Buy |
+10,936
| New | +$379K | 0.19% | 77 |
|