MIAN
Mariner Independent Advisor Network’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,929
| Closed | -$455K | – | 574 |
|
|
2022
Q2 | $455K | Sell |
11,929
-5,123
| -30% | -$195K | 0.02% | 481 |
|
|
2022
Q1 | $698K | Buy |
17,052
+1,286
| +8% | +$52.6K | 0.03% | 404 |
|
|
2021
Q4 | $475K | Buy |
15,766
+2,939
| +23% | +$88.5K | 0.02% | 398 |
|
|
2021
Q3 | $377K | Buy |
12,827
+2,476
| +24% | +$72.8K | 0.02% | 427 |
|
|
2021
Q2 | $301K | Buy |
+10,351
| New | +$301K | 0.01% | 453 |
|