MIAN
Mariner Independent Advisor Network’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.75M | Buy |
19,229
+152
| +0.8% | +$13.9K | 0.08% | 269 |
|
2022
Q2 | $1.89M | Buy |
19,077
+158
| +0.8% | +$15.7K | 0.08% | 262 |
|
2022
Q1 | $2.1M | Buy |
18,919
+7,825
| +71% | +$870K | 0.08% | 248 |
|
2021
Q4 | $1.15M | Sell |
11,094
-4,766
| -30% | -$494K | 0.05% | 313 |
|
2021
Q3 | $1.65M | Buy |
15,860
+1,138
| +8% | +$119K | 0.08% | 260 |
|
2021
Q2 | $1.61M | Buy |
14,722
+2,074
| +16% | +$227K | 0.07% | 280 |
|
2021
Q1 | $1.32M | Buy |
12,648
+430
| +4% | +$44.8K | 0.07% | 268 |
|
2020
Q4 | $1.16M | Buy |
+12,218
| New | +$1.16M | 0.06% | 267 |
|
2020
Q1 | – | Sell |
-10,746
| Closed | -$2.39M | – | 380 |
|
2019
Q4 | $2.39M | Sell |
10,746
-395
| -4% | -$87.8K | 0.17% | 129 |
|
2019
Q3 | $2.45M | Sell |
11,141
-541
| -5% | -$119K | 0.19% | 123 |
|
2019
Q2 | $2.5M | Sell |
11,682
-399
| -3% | -$85.2K | 0.19% | 128 |
|
2019
Q1 | $2.45M | Sell |
12,081
-796
| -6% | -$162K | 0.21% | 115 |
|
2018
Q4 | $2.33M | Sell |
12,877
-135
| -1% | -$24.4K | 0.21% | 117 |
|
2018
Q3 | $2.82M | Buy |
+13,012
| New | +$2.82M | 0.35% | 66 |
|
2017
Q4 | – | Sell |
-18,762
| Closed | -$3.34M | – | 291 |
|
2017
Q3 | $3.34M | Buy |
18,762
+2,720
| +17% | +$484K | 0.54% | 46 |
|
2017
Q2 | $2.52M | Buy |
16,042
+13,727
| +593% | +$2.16M | 0.36% | 79 |
|
2017
Q1 | $344K | Buy |
+2,315
| New | +$344K | 0.04% | 187 |
|