MIAN
Mariner Independent Advisor Network’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,005
| Closed | -$806K | – | 255 |
|
|
2018
Q2 | $806K | Sell |
10,005
-2,637
| -21% | -$212K | 0.14% | 99 |
|
|
2018
Q1 | $954K | Sell |
12,642
-28,529
| -69% | -$2.15M | 0.06% | 221 |
|
|
2017
Q4 | $3.21M | Sell |
41,171
-19,863
| -33% | -$1.55M | 0.34% | 79 |
|
|
2017
Q3 | $4.88M | Buy |
61,034
+1,112
| +2% | +$88.8K | 0.79% | 27 |
|
|
2017
Q2 | $4.78M | Buy |
+59,922
| New | +$4.78M | 0.69% | 40 |
|
|
2017
Q1 | – | Sell |
-10,650
| Closed | -$819K | – | 310 |
|
|
2016
Q4 | $819K | Sell |
10,650
-40,223
| -79% | -$3.09M | 0.13% | 110 |
|
|
2016
Q3 | $4.1M | Buy |
50,873
+2,361
| +5% | +$190K | 0.58% | 50 |
|
|
2016
Q2 | $4M | Buy |
+48,512
| New | +$4M | 0.75% | 40 |
|
|
2015
Q4 | – | Sell |
-24,115
| Closed | -$1.71M | – | 135 |
|
|
2015
Q3 | $1.71M | Buy |
24,115
+19,938
| +477% | +$1.41M | 0.66% | 44 |
|
|
2015
Q2 | $298K | Buy |
+4,177
| New | +$298K | 0.15% | 91 |
|
|
2015
Q1 | – | Sell |
-8,446
| Closed | -$715K | – | 124 |
|
|
2014
Q4 | $715K | Buy |
8,446
+1,997
| +31% | +$169K | 0.33% | 62 |
|
|
2014
Q3 | $446K | Sell |
6,449
-255
| -4% | -$17.6K | 0.23% | 67 |
|
|
2014
Q2 | $481K | Buy |
+6,704
| New | +$481K | 0.24% | 69 |
|